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Contact Management

Benefits

The core of EBSuite is its powerful Contact Manager. The Contact Manager is integrated and shared by each module. This makes it ideal for business or work groups who need a complete and synchronized view of their customers.

EBSuite's Notes History provides a complete "360-degree" view of your customers, enabling sales representatives to understand every interaction and interest. Enable them to build and maintain a strong and lasting customer relationship.

  • Leverage marketing, sales, service, and billing history
  • Targeted messages to each segment
  • Develop a complete view of each customer and prospect
  • Controlled 360-degree customer history access

Highlights

Integrated Modules Share Complete History

All customer history is organized and stored in one place — their contact record. From their initial lead generation marketing campaign to each sales opportunity, sales quotes, customer support requests or project tasks. All documents related to the customer are easily accessible.

Report Builder

Use Report Builder's flexibility to identify trends and optimize marketing campaigns. Combine every data source across every EBSuite module to reveal unique insights into customers and prospects.

Data Import Wizards

Import contact information using our import wizards to quickly load data and map your data to every field.