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Summit Contact Management
The Contact Management module of Summit provides a single point of access to information about your company’s contacts. Suppliers, internal and customer contacts can be defined or referenced from the database. If you are a project based company this can be invaluable to helping manage contacts all working, collaborating on projects.
Any interaction with those contacts is then recorded, the interaction may be sending a letter in which case the system can automatically “mail merge” a template document with the contact information. If the interaction is by email then both incoming and outgoing email is filed against the contact. A manual record of a phone conversation can also be recorded.
In each case a follow-up time/date can be set which automatically makes an entry in the calendar/task list for the follow up.
The database provides a single central repository for all the information about clients, suppliers and staff, or indeed any type of contact. This data can be shared with back office systems, such as RedSky IT’s own Summit Financial and Contract Management software, to ensure that contact details are maintained in a consistent and accurate manner across your organisation.
Centrally held contact records can be associated with multiple activities, ensuring that a single update will provide accurate information right across your business.
- Unlimited Organisation Records
- User Defined Organisation Types and Analysis
- Unlimited Address
- Unlimited Contacts
- Full history or correspondence, telephone notes, mails, documents
- User defined Contact Analysis
- Document Origin by Contact
- Mail Merge to User Defined Template Documents
- Project centric contact records