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Contact & Account Management Overview
Record detailed information for customers and vendors, both at the company-level (Accounts) and for individuals (Contacts). Empower representatives to provide a high level of customer service with a complete record of customer communications, including phone calls, e-mails, meetings and presentations. Easily review upcoming activities, sales opportunities, attached documents and integrated information from other databases, all from a comprehensive Main Contact Screen.
Surado CRM includes fully-integrated scheduling and task management to track both internal and customer activities, including multiple participants and resources, with pop-up reminders and customizable To-Do’s and Calendars.
Key Features Include:
- Customizable Dashboards
- Workgroup Calendaring & Scheduling
- To-Do’s List
- Integrated E-Mail and Fax*
- Resource Scheduling
- Expense Tracking & Reporting
- Attach Documents
- Integration with Microsoft Office
- Synchronization with PDAs
- Activity Timer
- Automated Business Triggers
- Project Management
- Knowledge Base
- Global Search
- Graphical Workflows
- Analytics & Reporting
Compare Surado to:
Maximizer,
Entellium,
Oncontact,
Aplicor,
Soffront,
ADAPT Software,
Avidian,
Epicor,
InsideSales.com,
Kana,
Microsoft,
NetSuite,
Oracle,
Parature,
RightNow,
Sage,
Salesboom,
Salesforce.com,
SalesLogix,
Saratoga Systems,
Siebel,
SugarCRM,
ACCPAC,
ACT!,
amdocs,
Appshore,
Aprimo,
Ardexus,
Astea,
Aurum,
Chordiant,
Commence CRM,
CSG Systems,
Dendrite,
eGain,
Everest,
Infor,
JD Edwards,
LeGrand,
NetOffice,
Peoplesoft,
SalesJunction.com,
Salesnet,
Visitar,
Infusion Software,
Dataforce CRM,
BrainSell,
Zoho,
LeadMaster,
Model Metrics,
PipelineDeals,
Tour de Force,
VanillaSoft,
Balgord Software Solutions,
Landslide,
C2CRM,
CRMG,
24SevenOffice,
CNP,
PhaseWare,
Enterprise Wizard,
Revelation,
Exact Software,
Majestic,
Epicor,
Goldmine,
Consona CRM,
TechExcel,
Commence,
ePartners,
Stay-In-Front,
Pivotal,
SAP,
Workbooks,
RunE2E
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