Share key contact information to improve customer service.
Customize your contact database and easily import and export contact knowledge.
Customize your contact database and easily import and export contact knowledge.
Use customizable contact properties and templates to design a professional database that tailors to your needs.
Multiple data types, flexible properties
A variety of templates are provided to help you get started.
You can enter contact data manually or import a data file using our tools.
With affiliations you can capture organization data such as business, school or hospital information and associate these attributes to individual contacts. View the relationship between a contact and his/her organization clearly and browse the entire communication record or the organization.
View all call and message records for a specific contact at-a-glance with the Activity tab. Flexible filtering options allow you to browse by agent, team, date, channel and status to manage and track each customer interaction, enabling you to manage and gain insights into customer interactions.
Control browsing rights for groups of personnel (such as outsourced telemarketers) so they are not allowed to add, edit, or delete contact records. Sensitive information will be partially displayed to ensure key customer information is not leaked.
Cloud Contact Database: Shared access empowers team collaboration.
User-Friendly Layout: An intuitive design makes information management more accessible, allowing newcomers to onboard quickly.
Modular Information: Information is organized in a modular format for easier management, reporting and analytics generation.