Simple CRM with Contact Management

Customizable Contact Profile Tagging - Bulk Contact Management Static Group vs Criteria-based Group
Target Exclusion Phone Number De-duplication  

Customizable Contact Profile

Customizable Contact Profile

Contact profile can be customized to match with your membership management profile. You can rename built-in fields or add extra ones. They can be text, numbers, phones, email addresses, single choice options or multiple-choices options.

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Tagging - Bulk Contact Management

Tagging - Bulk Contact Management

Bulk operation on selective contacts is easy. Tag them and they can be manipulated altogether. You can add them to a group, merge them into a single record, set particular field with a common value or even delete them.

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Static Group vs Criteria-based Group

Static Group vs Criteria-based Group

Segmentation group can be one memorizing particular persons (static group) ?V tag specific contacts and add them to a group, or one memorizing your selection criteria (criteria-based group). Criteria-based groups are smart enough to automatically include any lately add contacts which meet their criteria.

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Target Exclusion

Target Exclusion

A group can be used for campaign targeting which can also be used for exclusion. How about sending to all your database contacts but excluding those who purchased before for a newbie special offer?

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Phone Number De-duplication

Phone Number De-duplication

A person who appears in multiple target groups of a campaign will not be sent with multiple messages. Duplicate contacts or phone numbers are automatically filtered from every campaign.

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