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Contact Management Features & Benefits

AspireCRM is an indispensable tool in managing all of your business's contact relationships. This fully functional, centralized database allows you to store and access a wealth of information, with the following uniquely beneficial features helping to revolutionize the way in which your business is run:

Centralization & Integration With AspireSoft™ System
Thorough Individual Contact Entries
Detailed Company Entries
Freedom in Customizing Setup
Innovative Access Controls
Mapping of Contact Relationships
Extensive Location & Communication Details

Centralization & Integration With AspireSoft™ System:

Centralized Storage
All contacts, no matter what type, stored in single unified database

Complete & Accessible Database
Can use the CRM to easily search for and access the information of any contact ever entered into the system

Integration With Other Modules
CRM information used and accessible within all of the different modules, because of the unified, integrated nature of the AspireSoft™ online system

Extractable Contact Information
Can easily extract information from CRM to display on a page within your site (e.g. staff's names and email addresses)

Employee Management
Can store information on your own employees, for use in PM system and in controlling access to the Administration site

Thorough Individual Contact Entries:

Simple Contact Entry
Can add prospective clients to CRM system with a simple click of a button

Individual Contact Type Options
Option of specifying an individual contact as "Personal" or "Employee"

Distinct Employee Profiles
Employees have 2 profiles (personal and professional), which are connected and easy to switch between

Product Targeting Information
Can store personal preferences (favorite drinks, colors, etc.) for ease and success in future sales targeting

Sales Specifics
Can store personal information (clothing sizes, etc.) for more efficient sales in the future, as this information will not have to be re-entered

Credit Card Storage
Can store credit card information for more efficient future check-out processes

Marketing Data
Can specify how contacts found out about your business, in order to assess and plan future marketing

Complete Correspondence Information
Can store multiple location and communication entries to ensure ease in future attempts to contact the individual

Customizable Time Settings
Can specify individual details for each contact (default time-zone, country, date/time formats, etc.)

Flexible Note Option
Can include notes for any additional information on contacts, which will be attached to their profiles and can be modified/removed at any time

Detailed Company Entries:

Employee Specification
Can attach individual contacts to a company's entry to specify them as employees

Complete Employee Database
Can view and modify the complete list of a company's employees

Corporate Details Storage
Can store company's corporate details (size, industry, etc.) to facilitate future sales targeting

Credit Card Storage
Can store company credit card information to expedite future transactions

Comprehensive Correspondence Details
Can store multiple location and communication entries

Marketing Data
Can specify how contacts found out about your business, in order to assess and plan future marketing

Flexible Note Capabilities
Can include notes for any additional information on contacts, which will be attached to their profiles and can be modified/removed at any time

Freedom in Customizing Setup:

Customizable System Tables
Can easily add new system tables to CRM to include additional information on contacts

Personalized Informational Fields
Can modify fields and options that appear within system tables to meet your business's needs and store desired information on contacts

Control Over Displayed Fields
Can specify which types of contacts (personal, employee, company) particular tables, fields, and options will be displayed for

Default Time Settings
Can specify default settings for entire system (time-zone, date/time formats, etc.)

Innovative Access Controls:

Straightforward Login Creation
Can create unique login name and password for each contact

Individual Password Control
Contacts can select/change their own passwords

Password Recovery Capabilities
Can enter emails for easy password recovery

Flexible Group Assignment
Contacts can be assigned to multiple access groups

Group-Specific Access Rights
Each access group can have different access rights

Simple Password Protection
Can password protect pages by restricting its content solely to members of specific groups

Variable Content Display
Can have different content displayed to different users for the same page by assigning groups to different documents with the CMS

Mapping of Contact Relationships:

Familial Relationships
Can connect contacts within the database by specifying them as family members

Company-Employee Connections
Can specify contacts as employees of a particular company entered into the system

Definable Employee Positions
Can specify the positions and titles of employees within a particular company

Mailing Group Assignment
Can attach contacts to mailing groups

Extensive Location & Communication Details:

Primary Correspondence Entries
Can specify a primary location and means of communication for contacts

Complete Contact Information Opportunities
Can include any number of additional location and communication entries

Extensive Communication Options
Extensive options for types of communication entries (land-line, mobile, email, instant messenger, etc.)

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