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CRM (Contact management) and Business Systems

Have you ever wanted to find out how to get in touch with someone you know? Of course you have, but where do you look? Many people will use their phones, their emailing program, and some will have a pocket full of business cards; this is obviously far from ideal. If you are a contact manager, ask yourself if you could do it better. Would you be able to be more efficient in your work if you had a contact manager program? If the answer is "Yes", then you probably you need a business customer-relationship management (CRM) system!! All businesses that mean business use CRM systems.

Contact Management - Use CRM! Your greatest company asset is your database!

CONTACTfile CRM is your 'contact file'. It serves as your very own CRM solution. Entirely developed in the UK, it caters for contact management for small businesses. With CONTACTfile you'll have CRM tools at your fingertips; you'll be able to keep and find details of your contacts whether at home or work, be reminded to do things, import and export your data, and many other things!

What System Do I Need?

All versions of CONTACTfile give you everything you need for a reliable CRM software application. But you might need more than the standard CRM database, especially if you have a business to run. For this there is CONTACTfile Pro, which has all the benefits of a professional CRM system, but also has marketing, quoting, and invoicing tools - so you'll have one system to incorporate all you need for keeping on-track with your business.

We also offer specialist modules, which also operate in a completely integral way, saving you repeatedly typing up contact names and addresses for the non-standard things you need to do. So if you need to keep track of staff hours, collect membership payments, have a helpdesk to manage, or deal with complex document sets, there is a CONTACTfile version to suit you.

How do I get started with my CRM and/or Business System?

CRM implementation can be tricky, but with CONTACTfile there are no worries as you'll be given all the support you need to get started. We'll show you how to take records from your existing contacts manager, and how to transfer them automatically - all as part of the purchase price. The first step is easy; download your CRM software free trial now!

Technical Note

CONTACTfile can be used in the 'cloud', or installed locally - network or standalone. The cloud is accessible from any PC, Mac, ipad or iphone. For local installations, a PC with any version of Windows from XP to Windows 8 is required, or a Mac with parallel PC emulator. MS Access (component of Microsoft Office) also needs to be installed, but if you don't have it, Runtime is provided free. Note that 64-bit version of Runtime should NOT be installed alongside 32-bit versions of MS Office.

Contact File
I have been using CONTACTfilefor a few months now and find it easy to use and a really excellent tool for helping me to manage my contacts. Whilst I haven't investigated all of the functionality available to me yet, I am very impressed so far not only with the way it functions but with the excellent support that I receive from CM Databases. [More]
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