Contact Management
WorkingPoint’s easy-to-use small business contact management system helps you build stronger relationships with the people who count:
New to Contact Management? Learn more about why managing your contacts is so important to your business.
Keep Contact Information Accessible
Your customers and vendors are the heart of your business. Use WorkingPoint’s contact management software to store important contact information, like contact/company name, phone numbers, email and billing addresses, and notes. Your contacts’ critical information will be easily accessible online from any location.
Track Relationships with Contacts
In WorkingPoint, you don’t have to manage separate lists for your customers, vendors, prospects or friends & family. You can manage all of your contacts in the same place. WorkingPoint automatically tracks your relationships to your contacts as you do business. For example, when you sell products or services to a contact, WorkingPoint identifies that contact as a customer. Likewise, if you purchase products or services from a contact, WorkingPoint identifies that contact as a vendor.
Manage Multiple Contacts for a Company
If you do business with more than one person at a company, WorkingPoint’s contact management software can help you keep track of them all. By connecting individuals with a company, you create relationships between your contacts. In addition to tracking your relationship with each contact individually, the company record becomes a repository for all related contact interactions, so you can see your relationship with the company as a whole.
View a Contact’s Sales and Purchase History
WorkingPoint’s contact management software is not just about storing phone numbers and email addresses. When you invoice your customer or record a bill from your vendor, WorkingPoint links that sale/purchase to your contact. This way, you can view the full history of your interactions with your contacts, like your customers’ lifetime sales and a list of their invoices, credits, and quotes. If a customer has an overpayment on the books or they are past due, you can send them a friendly email of their open invoices directly from their contact page so they can see the status of their account and be reminded to send in their payments.
Note Details about Contacts
With WorkingPoint, you can collect information you learn about your contacts by recording a note. Whether it’s the details of an important business conversation, or personal information like a person’s birthday, favorite flower or spouse’s name, WorkingPoint contact notes help you recall important information about the people that matter.
Remind Customers of their Account Status
It is always difficult to ask people to pay up. With WorkingPoint, you can send your customer a friendly reminder email of their open invoices so they can see the status of their account and be reminded to send in their payments.
Locate a Contact Quickly
Searching a long list of contacts for a person can be frustrating, especially when you remember only part of their name. Not with WorkingPoint! Our helpful Find feature on the dashboard makes it easy to locate any contact with just a few keystrokes.
Import Contacts
If your contacts are currently stored in your email client like Outlook, Yahoo!, Gmail or in your Mac Address Book or another application, you can quickly and easily import them into WorkingPoint’s small business contact management software. This will save you a lot of time and reduce errors that can occur when reentering the info by hand.
