Staying in contact with your customers and clients is vital to your business success. However we all have limited time and cannot speak to every contact every day. This is where our relationship management functionality within CRM Engine helps you. You assign each contact a relationship level, and for each relationship level you assign parameters as to how often you would like to make contact with them. The system then prompts you using a simple traffic light system to tell you when you are due to speak to them again.

This allows you to keep in contact with your most important contacts regularly, and never miss a chance to connect.