Contact Management

Relevant CRM’s Contact Management module perfectly compliments your Microsoft suite of tools by enabling effortless sharing of contacts, reminders and email with Microsoft Outlook and your RIM Blackberry. Your front-office experiences a rise in productivity by providing one centralized area in which to store contacts, interactions, and even copies of correspondence stored in Relevant CRM.

At the Core

• Contact Details. Stores all related information about a contact, including addresses, phone numbers, email and relationships with other firms.
• Efficient Correspondence Management.
• Activities. Tracks notes from all contact interactions (e.g., calls, meetings, letters), including follow-up dates.
• Form Letters. Provides templates to generate and store letters, and emails.
• Document Management. Embeds all documents as blobs into MS CRM.
• Handheld PDA Support. Forwards contact details to popular PDAs.

Taking You to the Next Level

• Microsoft Outlook Integration. Use Relevant CRM directly through the Microsoft Outlook interface. Tag initial emails to accounts, contacts, or opportunities and all subsequent related emails are automatically integrated as CRM activities.
• Blackberry Support. Displays your Relevant CRM application on your Blackberry.
• Work Offline. Use Relevant CRM on the road, entering meeting notes, other activities, or contact information, and update it upon your return seamlessly and efficiently.
• Financial Community. Provides quick access to lists of intermediaries (e.g., Accountants, Attorneys, etc).
• Customized Mailing Lists. Supports unlimited system-wide (e.g., announcements, holiday cards) and fund-specific mailing lists (e.g., calls, distributions).
• Painless Mail Merges & Email Blasts. Generates individualized letter and email correspondence easily and efficiently.