Company Management Software
Streamline organizational relationships by managing contacts within a single entity.
Centralize and Effectively Manage Your Contacts Within a Company
Effortlessly store, organize, and manage all associated contacts within the same company or account using our centralized company database.
Seamlessly Associate Multiple Contacts with a Company
Link contacts with various designations and decision-making power from the same company to the same account within the CRM system. This capability enables comprehensive relationship management by providing a centralized location to store and access all relevant contact information associated with a particular account. Easily track and manage interactions, communications, and tasks related to each contact within the context of their respective accounts.
Manage All Contacts Within a Centralized Address Book
Efficiently organize and maintain comprehensive client or customer information from the same organizational entity in a unified database, ensuring easy accessibility and streamlined account insights. Store information such as contact numbers, email addresses, residential addresses, etc. Retain organizational contact when individual staff resigns or transfers using the online contact management software.
Leverage Advanced Filters for Efficient Decision-Making
Enable quick and precise company information access through advanced search and sorting functionalities, optimizing accessibility and decision-making. Use standard fields to filter accounts. Filter options are based on various attributes like contacts, companies, activities, notes, contact ownership, etc. You can also filter accounts based on search phrases to find every account related to your needed information. Sort accounts based on any criteria.
Effortlessly Approach Companies with Multi-channel Communication
Facilitate seamless account-level and contact-level interaction across various communication channels like phone calls, texts, emails, WhatsApp, etc. Allow personalized engagement and comprehensive account correspondence. Place calls to any contact within an account from the CRM platform itself. Our call center management software helps place quick calls with virtual phone numbers. Access call logs, record calls, and get insights about account interactions.
Drive Targeted Sales Growth with Bulk Outreach Campaigns
Design and execute efficient large-scale targeted campaigns, ensuring personalized outreach to facilitate cross-selling and upselling. Our best account management software helps you perform bulk activities on multiple contacts in the account or multiple accounts at the same time. Execute blast emails, text messages, or voice calls to many contacts simultaneously without delay. Target multiple accounts with email, SMS, and voice campaigns.
Comprehensive Account View to Empower Informed Decisions
Get a holistic perspective of client interactions, history, preferences, and engagements, providing a comprehensive overview for informed decision-making with account management solutions. Get up-to-date insights with Office24by7’s account management services. View all interactions with the account in a graphical representation. Access the history of account interaction, including notes, calls, emails, text messages, and voice messages.
Streamline Attaching or Detaching Contacts with Account
Easily handle contact transitions within organizations. Attach new contacts under existing accounts to streamline communication. In the event of a contact resigning, swiftly navigate to the associated account to detach them, ensuring data accuracy and organizational clarity. When a contact moves to a new company, create a new account under their new company name while preserving pertinent historical data. Manage transitions seamlessly, fostering continuity and professionalism in client interactions.
Office24by7 Company Management Features
Our company management software offers a wide range of features to track and manage contacts in the same organization.
Primary & Secondary Contacts
Categorize contacts as primary and secondary based on decision-making authority.
Search Filters
Utilize standard fields to filter accounts by contact name, date, activities, notes, etc.
Multi-channel Communication
Get in touch with the account through calls, SMS, emails, or WhatsApp.
Click-to-Call
Easily place calls to contacts in the account with a single click.
Log & History
Track all interactions and communications with clients with a comprehensive communication history.
Reminders and Tasks
Schedule tasks such as follow-ups, meetings, and renewals. See past and upcoming tasks.
Attach and Detach Accounts
Easily attach or detach clients with specific account managers or teams.
API integrations
Seamless API integrations with other tools and systems to enhance productivity.
Company Management Software for All Industries
Convenient and scalable company management solution for all B2B companies.
Frequently Asked Questions
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