What is an online contact manager?
An online contact manager is a software application that helps you organize and track contact information.
Key features of an online contact manager
- Centralized storage: Access contact information from any device with internet access.
- Organization: Categorize contacts based on different criteria (e.g., company, industry, location).
- Search functionality: Quickly find specific contacts using various search filters.
- Collaboration: Share contacts and information with colleagues.
- Integration: Connect with other applications like email, calendar, and CRM.
By using an online contact manager, you can improve efficiency, enhance communication, and build stronger relationships with your contacts.
Purpose of the online contact manager
An online contact manager could serve multiple purposes, to manage employee databases, sale leads or customer service statuses.
- Efficient contact organization: Categorize and segment contacts for easy retrieval.
- Improved communication: Quickly access contact details for effective communication.
- Relationship building: Track interactions and maintain strong customer relationships.
- Data backup: Protect valuable contact information from loss or damage.
- Time management: Save time by eliminating the need to search for contact information.
Setting up an online contact manager
An online contact manager should include:
- Names (Sir name, last name, title)
- Addresses
- Phone numbers
- Company information
- Person-in charge (of Lead)
- Type of leads (Lead, Customer, Visitor)
- Priority (High, Medium, Low)
- Date, next interaction date
- Status: Overdue, normal