Ten Basic Functions
of a Customer Relations Management (CRM) System

There are many CRM systems on the market, and they have 10 basic functions in common.

1. Add & Enter Contact names, addresses, phone, email
2. Page & List View with custom fields
3. Scheduling Activities on the Calendar & ToDo List
4. History of Activities accomplished
5. Notes about the contact or company
6. Searching and
7. Sorting & Grouping of Contacts
8. Writing letters, envelopes and emails
9. Sales Opportunities
10. Reports

Popular Contact Managers

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ACT!
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 Access
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Goldmine
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Maximizer

NetSuite
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 Outlook
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Q&A
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SalesForce.com
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SharkWare
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TeleMagic

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