Client and Contact Management
With Customer Relationship Management (CRM), you manage your client and contact records to help your firm build stronger client relationships and win more business.
Your clients include all of the companies and organizations for whom you currently work as well as those in the past and in the future.
Your contacts include all former, current, and potential points of contact that you have at clients, vendor companies, or other organizations. Your contacts can include the names of CEOs, project managers, colleagues, or even friends who work for your clients or vendors.
- Enter client and contact name, address, and phone information.
- Schedule and manage activities with clients and contacts.
- Link clients and contacts with completed or ongoing projects and opportunities.
- 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 Client and Contact Info Centers, this data is available to all personnel at your firm who have security access to the Info Center. You can use this data to generate reports, schedule activities, or send broadcast email messages.