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Manage, import and follow-up on thousands of contacts with the click of a mouse. Create templates for often used responses, automatically keep track of contact history, establish workflow procedures for products, and gain control of your email junkyard.
The easy to use interface enables users to merge contacts with the click of a button, review the outbox for appropriate responses and history, and ultimately, slice and dice the contact information. Using an open architecture, you can use our standardized reports or just open the database and create your own reports.
Use automation to relieve yourself from repetitive tasks. Automatically send out e-mails for Birthdays, Anniversaries, and Spouse's Anniversaries; Setup affiliation timelines for e-mails and/or todo taks to be followed i.e. send e-mails for 4th of july, Christmas, Easter; send invoices to customers at set times; send reminders to friends, etc..
Establish contacts using multidimentional relationship management. For example, setup a contact to be a friend from highschool, a poker player, a ski buddy, a great mechanic. Using 24/7 PersonalCRM, when you select all poker players, that person will come up in your selection. There are no limitations on the number of relationships a user can have as well as the number of nodes in the tree (by selecting root branches, you select all the child branches).
Contacts can have an unlimited number of e-mail addresses. When sending an e-mail you can send to the primary (default) e-mail or send the e-mail to all the e-mail aliases for that contact.
One-On-One management of large numbers of contacts. 24/7 PersonalCRM does not provide CC lines for you to use. Each contact is sent an individual e-mail personalized to that contact, the ultimate of one-on-one contact management.
Establish Workflow procedures to automate contact management. Setup multi-step action follow-up for contacts enquiring for specific product. Try it!
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