3GVision was with us from the word go. They set-up the system, helped us import our customers and developed customised features all in record time. Their support and development teams in England and Australia never ceases to amaze me, we request a feature during the day and whilst we are in bed they install it ready for us to use the next morning. They have enabled us to automate our business in ways I never imagined. 1 system for all our customer data, emails, faxes, sms, documents.... We love it!
Manager RNW90 - UK
Contact Management Video
The 3GB Contact Manager is an integral component of the 3GB system, which is fully integrated into all other modules, enabling LIVE management of messaging, calendar, documents actions and workflow processes. It has been designed to accommodate both Business to Consumer (B2C) and Business to Business (B2B).
With a large number of features the contact manager enables you to keep a log of everything that happens with the customer file:
- Contact tool enabling to type in case notes and discussions with the customer
- Active comments which is like a task reminder
- Add or edit multiple contacts within a B2B account
- Add multiple contacts for a single purchase like husband and wife
- Various search tools
- Fully integrated messaging engine directly within customer file
- Log of every view of the customer file
- Log of Docs, letters, invoices, Emails, Fax's, SMS's Generated, Received and Sent
- Log of status changes, imported cases, imported leads
- Log of case creation date
- Basically every event is logged and who initiated it
- Plus much, much more...
This video is a high level view of the 3GB Contact Management system and its features, advantages and differentiators.
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