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Contact Plus Professional 3.5

A multi-user, Internet-enabled Sales Management tool and Contact Manager.

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Description

Contact Plus Professional can organize your contacts to manage your sales and contact management needs.

With CPP, you can store customers in one database and prospects in another. You can define custom data fields that can contain a variety of useful information. Track events on your contacts and keep up-to-date historical notes about conversations and meetings you had with them. Detailed information about calls made, letters sent, notes taken are instantly available. Browse and edit them easily in a variety of screens.

Contact Plus Pro displays color-coded events in easy-to-use formats, viewable by day, week, month or multiple months. Calendar views are easily printed for a handy paper reference. With the convenient drag & drop feature, you can easily reschedule events by dragging them to a different date or time.

You can view all your events, past or future and select events based on event type, date, status or user ID. Using the tabs across the top of the screen you can select which event type you wish to view, and a popup menu from the right mouse button offers more options. At the bottom of the screen, you can select from done or not done events, choose a user ID, date range, or activate a filter.

The Electronic Marketing and Mailing Assistant, or EMMA, is used to easily schedule a series of events on one or more contacts, anchored to a certain date. You plan two calls, a letter and an email, separated by a number of days. Pick a date, and EMMA assigns that plan to filtered contacts. As the date approaches, you could easily execute the series of planned events.