MX-Contact
is a Customer Relationship (CRM), Contact Management and Sales Force Automation
package that
runs inside Microsoft Outlook 2000, 2002 and 2003. The system utilises
all the standard functionality of Outlook but provides many additional
features that transforms Outlook into a powerful CRM system.
MX-Contact allows you to track all interactions with your
clients, prospects or suppliers. Details of visits/meetings,
phone calls, documents and e-mails sent/received can be kept, all using
the standard Outlook/Microsoft Office
components that you’re already familiar with.
Calendar/Appointments MX-Contact uses Outlook’s standard Calendar
functionality but adds the ability to link an appointment to a Company,
Contact, User, etc.
All linked appointments are seamlessly copied to the MXContact Public
Folders so that anyone in the organisation can see who has scheduled activities
with various clients. Task/To-Do Management Likewise Tasks can be added
to reflect actions that need to be taken for a particular company or contact.
These tasks are still stored in the responsible user’s Personal
Tasks folder but a copy is maintained in the MX-Contact folders so that
Account Managers can monitor who is doing what for each client. Company/Contact
Profiling
MX-Contact Overview It is perfect for any size organisation that wants
a Customer/Contact Management application with an interface that users
already know and love (namely Outlook). likewise no investment in additional
infrastructure is needed.