Much more than a simple database of all of your customers, the People & Organizations section of your Current RMS system gives you a complete picture of all of your customer and colleague interactions.
As well as storing contact details, People & Organizations pulls in links to all other areas of the system; whenever you create an opportunity or schedule an activity, you’ll be able to see it from one central place.
Use People & Organizations to...
Store your customer and contact details, including multiple telephone numbers, addresses, websites, and social media links.
Link contacts to organizations and venues so you can see who's associated.
See a complete history of your opportunities with a client.
Set up a database of venues that you frequently deliver to.
Make contacts, users, and venues available for services that you provide.
Export directly to MailChimp, or download data to a CSV spreadsheet for import into another solution.
Keep your organizations in sync with an online accounting solution.