Client and Contact Management

With the Customer Relationship Management (CRM) application, you manage your client and contact records to help your enterprise build stronger client relationships and win more business.

Your clients include all of the companies for whom you currently work, as well as those that you have worked for in the past and will work for in the future.

Your contacts include all former, current, and potential points of contact that you have at clients, vendor companies, or other companies. Your contacts can include the names of CEOs, project managers, colleagues, or even friends who work for your clients or vendors.

You maintain client and contact data in the Firms and Contacts hubs, where you complete the following tasks:

• Enter client and contact name, address, and phone information.
• Schedule and manage activities with clients and contacts.
• Link clients and contacts to completed or ongoing projects.
• Define and review relationships between your employees and your clients and contacts.
• Define and review client-to-client relationships and contact-to-contact relationships.
• Access files related to your clients and contacts.

After you enter client and contact data in the Firms and Contacts hubs, this data is available to all personnel in your enterprise who have security access to the hubs. You can use this data to generate reports, schedule activities, or send broadcast email messages.