The
Personal CRM System can help you and your small
business stay connected and easily share contact
information. Personal CRM also allows you to import
your existing contact data, track and create actions
with notes and status for each contact. You can also
print the details of each contact, an action or the
complete action list for any record for a history of
the relationship. Personal CRM can also be branded
with your company name and logo.
Personal CRM Features include:
• Easy intuitive windows interface
• Centralized contact database
• Single user or network compatible
• Personal settings unique to each user
• Record and Action printing in plain text or formatted word
documents
• Company and name quick search
• Complete management over lists and actions types
• Virtually unlimited lists and action types
• Quick list and sorting views for pending actions
• Data and list importing with complete field mapping
• List exporting to .csv file to be opened in MS Excel and other
programs
• Single record and entire list delete functions
