We strongly recommend 3G Business as it provides a single system for our front end-sales. We especially love the ability to generate letters, faxes, emails and SMS all from the same application. It has enabled us to greatly increase productivity and simplify our business.
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.
