The Contact Your Client Lite is ideal if you have a small company and need a simple CRM with basic features. Task Manager, Template Manager, Unlimited clients and leads capabilities, Groups, Knowledge Database, Telemarketing, Business Lead Finder, etc.
A very comprehensive Task Manager is integrated on the Lite version, where it is possible to visualize tasks from different agents or company departments at the same time
Many types of groups are available in the Lite version. Sixty One-Click-Groups, Unlimited User-Defined-Groups, Memorized-Groups, On-The-Fly-Groups, To-Do Groups and even Agent Assigned Groups.
Shown is the QR Code Creator that is so popular to send data to mobiles and use in trade shows etc.
With the Business Lead Finder, you can find unlimited leads from any industry and thanks to its integrate Telemarketing System tell your sales pitch with ease.
FINANCIAL AREAS
MARKETING CAPABILITIES
POWER BUSINESS BUILDER TOOLS
Virtual Desktop Manager