Contact Management

Contact Management Software for People, Companies & Leads

Create and maintain contact and company records with the information your sales team needs. BizCompass makes it easier to find people, update organization details and identify the leads associated with them.

Contact Management
Individual Contact

Create and Maintain Individual Contact Records

Keep each contact's communication details, professional role and organization information up to date. Search and field filters help your sales team find the right person quickly as the contact directory grows.

Records Background

Maintain Company Details and Organization Records

Create company records with business contact information, website, location and addresses. Additional details such as employee count and annual income provide useful company information where relevant to your sales process.

Records
Contacts

See Contacts and Leads Linked to Each Company

Find the people associated with an organization and the leads connected to that business. Related lead information, including stages, owners and assignees, helps your team understand which enquiries involve the same company.

Maintain Client Types and Sales Partner Details

Define Client Types for different customer classifications and maintain Sales Partner records with names, company details and contact information. These supporting CRM configurations keep partner and client-type information identifiable alongside your sales records.

Partner Details

Frequently Asked Questions

Contact management software helps businesses create, maintain and find information about customers, prospects and business contacts. BizCompass CRM includes individual contact records, organization information and related lead details.