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contact manager

 

Software that keeps track of people and related activities. It is similar to a personal information manager (PIM), but is specialized for sales and service reps who make repetitive contact with prospects and customers. The foundation of a contact manager is a name and address database, from which phone calls, meetings and to-do items are scheduled. The contact manager may also link each record to related e-mail messages and text documents.

An Act! Contact Record
These screen shots are from the very popular Act! contact manager. Each contact is stored in a name and address record (top) from which activities are scheduled (bottom right). Activity history can be maintained (bottom left) or deleted as required.

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