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Contact Management

Contact Management enables you to easily keep up with today’s complex network of key people.
It gives you the needed flexibility by allowing unlimited contacts and locations per company, and unlimited contact numbers per contact. You can setup different price levels for your customers, classify your contacts to create instant lists by type, assign contacts to each location, and assign locations to each contact. This full featured FileMaker CRM integrates fully with the KiBiz Business management and accounting system.

Benefits and Features for Managing Contacts

Manage Contacts More Effectively

Better Handle Complexity of Contact Data

Maintain Better Relationships with All Contacts

Get Better Sales Results

Better Execution & Teamwork


Manage Contacts More Effectively

Add new contacts quickly
Import contacts easily from previous program
View custom contact data by prospect, customer, vendor
Know top customers and vendors at a glance

Better Handle Complexity of Tracking Multiple Numbers, Locations, and Activities

Expandable
Flexible
Unlimited People
Unlimited Locations
Unlimited Contact numbers
Maintain Complete Contact Activity History



Maintain Better Relationships with All Contacts

Set up Tasks, Apppointments, Reminders, Follow-ups
Coordinate and Organize Contact Activities
View Follow-ups by Date, and Staff
Daily, Weekly, Monthly Calendar
Track Contact Birthdays
Connect related contacts

Improve Communication

Send out emails with quotes, invoices, po’s
Send texts
Call on Skype
Send faxes
Send letters



Get Better Sales Results

Profile prospects
Manage sales opportunities
Monitor staff contact followup activities
Create Sales from Contacts
View sales history
View Outstanding Balance and Credits
Increase Marketing Efforts and Get More Sales

Better Execution & Teamwork

Coordinate Staff Schedules
View individual or group Daily, Weekly, Monthly Calendars
Assign and Track Staff Tasks and Appointments
Get map and view directions to each location
View Contact History
View Room Schedules at a Glance


“Being able to combine into one integrated system has improved our day to day operations incredibly.”

MICHAEL KREVITT– Partner, Show Group Production Services, Inc., Los Angeles, CA

Ready to get started?

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For more information call 800-Win at Life (946-2854)