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Contact Management
People
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Manage Contacts: People
Choose which contacts to include in Bizworks CRM via Outlook so you can keep your private contacts private, while sharing your business contacts
Synchronise your personal contacts to your Outlook, view your organisation's collective contacts via Bizworks CRM
View contact details online to see all your business’s contacts
Attach contacts to groups for targeted marketing and analysis
Review the list of opportunities relevant to a specific contact, or find the contacts relevant to a specific opportunity
See each contact’s current and previous positions
Pull up a list of all the activities relevant to a contact – emails, appointments, tasks. Single click through to view them
Quick search for a contact using the first few letters of their name