Overview

A contact, an event and a document manager all-in-one

  • Contacts

    This screenshot shows you how your contacts list will look like. To view a much more detailed explanation of each feature, roll your mouse over each number.

    1Sortable Table
    The contact listing lists all the relevant information about a contact. Sorting functionality is added for each field so that you can sort the data any which way you like.
    2Useful Tasks
    This portlet contains many userful tasks. Say you would like to migrate from another contact management tool. Instead of entering all the data by hand, you could easily save those data as an Excel document and use our "Import Contacts" functionality. That's not it. We also have a built in email system so you could email right within this application.
    3Super Admin
    If you are the "Super Admin" for your company, you can see all the contact list of the users under you. Now, even when someone leaves your company, you still have that "contact list" with you safe and sound.
  • Contact Details

    This is where you could add more detailed customizations for all your contacts.

    1Chunked Information
    We know overwhelming you with too much information is a big no-no. So, we have come up with a tabbed functionality that separates information into logical groups. These tabs are specific to a contact, so you will only see information relevant to that contact there.
    2Phone Numbers
    Yeah, some contacts might have limitless phone numbers. The office number, the home number, the cell number, the secretary's number, the satellite office number ... We gathered it might be easier to let you add unlimited numbers for each contact.
    3Groups
    If you were like us, you would like to segment people into groups. Co-workers, friends, neighbors, family, etc. But everyone's a contact. Each contact could be assigned to a group and then later on, you could do specific tasks for everyone in a group. Another interesting thing we have here is "Share Contacts". If you're co-worker needs a contact from you, all you have to do is to share the contact information with your co-worker via SalesdeskSuite. As soon as you start sharing, your contact becomes your co-worker's contact as well.
  • Adding Events

    This screen shows you the interface to add an event.

    1Event Details
    It's really easy adding an event. Choose a contact, click on add event and you get this screen. Add all the details of the event and you're set.
    2Notifications
    Sometimes, you would just love a reminder a day or two before a meeting. Not everyone has a secretary! Set reminder in your event details so that you get prompted whenever something is going to happen.
  • Groups

    This screen offers an easy way to see who belongs to which group.

    1Groups
    Would like to see contacts based on their group? We provide a way. In case you didn't assign a contact to a group, they're always categorized under "Everyone". The screen also shows you how many peopke are in each group - a really useful feature to track your networking skills.