MyOffice Contact Management
Online Contact Management Solution for small and medium sized businesses
MyOffice provides a powerful and flexible online contact management
system ideally suited to the needs of small and medium enterprises. Our
contact management module allows you to quickly, simply and securely
manage your business contact data online. It's a practical CRM system for small businesses.
Manage your contacts online ... from anywhere
No matter where you are in the world you can access and update your contacts online and so can your
colleagues. Updates are immediate so whenever you look at a contact's details or check their CRM activity
you know you're looking at the latest up-to-date information.
Your team will want to use the easy navigation and point and click functionality to capture information,
manage their tasks and communicate more effectively with their contacts.
Some of the benefits:
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- No need to synchronise - MyOffice gives you online access to your
contacts at a secure, central location.
- Keep working - even when there's no internet connection
- No data limits - store as much contact information as you like
- Customise - configure with your own data fields
- Contact Groups - organise into groups and control access
- Today Window - have contact related tasks appear in your Today window.
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Share contacts with your colleagues
You'll probably want to share your contacts with other users in your account. You do this
by organising your contacts into Groups and controlling which users have access to the different
groups. Your own private contacts are held in a group called 'My Private Contacts' which no-one
else can see.
Customer Relationship Management functionality (CRM)
Managing your customers is vital to the success of your business and MyOffice has many CRM
features to help you. You can log actions that you have taken or plan to take .... and you can schedule
follow-ups, actions, and tasks at future dates. MyOffice
delivers practical CRM functionality that you'll use every day. It's not encumbered
with elaborate features that are difficult to understand and which impede productivity.
Managing customers and prospects has never been so easy!
Link contacts to diary appointments
When you make an appointment you can link the appointment to one or more contacts. This enables
you to go to a contact and see all appointments booked with that contact. It also avoids having to
enter the contact details manually in the appointment record.
Configure your own fields
Each business is different and you'll want to record your own specific contact data.
You do this by setting up your own tabs in the contact window with your own 'user defined fields'.
In this way you can 'classify' your contacts and store additional information relevant to your
business.
Looking up contacts
Searching for contacts is easy. Just enter any data that you know exists in the contact record
(including user defined data) and the search will find and list the matching contacts. You can
also configure the list of contacts to show only those columns you want to see.
Import and Export contacts
Export and Import contacts to and from other systems with our power CSV Export and
Import system.