CB Software Systems, Inc.
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Client Testimonial
"Your staff is to be commended for their professionalism and dedication. Their response to our questions has always been handled efficiently and timely. Your web site has offered us up-to-date information on what new technologies are available and has given us the competitive edge to succeed in today's ever changing work environment."
George L. Sogor
Sr. Vice President Finance
The Great Lakes Towing Company
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Contact Management Software
How do you keep track of all of your contacts whether they are prospects, customers, vendors, staff and others and the tasks and events associated with your business? This module enables you to gain superior control over the management of your data in reference to your contacts. Maintain your own calendar and your staff while gain better control of your tasks and other activities.
Contact Management Software Highlights
  • Implement the McKay 66 logic
  • Interface to customers in the accounts receivable system
  • Interface to contact updates & tracking and interface to order processing
  • Maintain all required information about your contacts
  • Document all follow-ups and future reminders
  • Keep track of your calendar and be able to view others as well
  • Maintain task boards and company global boards
  • Maintain all important and critical dates associated with each contact
  • Let your system keep track and guide you in the sales process
  • Interface your contact database to email, or broadcast fax
  • Unlimited additional employee info for each contact with multiple phone
  • Multiple memo capabilities per contact
  • Extensive contact classification system for reporting and label processing
  • Ability to link multiple contacts together with a primary contact
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    CB Software Systems, Inc.  ·  20600 Chagrin Blvd. Suite #1110  ·  Shaker Heights, OH 44122  ·  1-866-791-CBSS (2277)
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