Effective management is about finding the best way to
organize time, data, tasks and people. CRM³ gives you
unprecedented ability to manage these elements - from one desk top.

Like never before, your team members will have a clear one-stop view of deadlines, assignments, data and contact history, for themselves - and the rest of the team as
necessary.

In an instant know the complete contact history (emails, faxes, phone calls) of every person in your team's contact pool.

• Home page screen shows all your current tasks and projects
• Customize fields to fit your business
• Change, move or delete any existing fields
• Add new tabs or change tab labels to track additional information about each contact
• Screens refresh as you make edits so you can view changes as you go, and easily undo any unwanted changes
• Log a history of completed tasks/meetings/e-mail for every contact
• Track your completed activities
• Add notes to your contacts contacts, build lists, assign and attach tasks.
• Assign access permission to individual contacts and contact elements.
• Manage your contacts individually or in a Group for account-based activities
• Keyword search - platform-side or within a specified field

• View and print your and your team's schedule by day, week or month
• Set reminder alarms so you never forget appointments and tasks
• Schedule recurring events
• Avoid scheduling conflict with calendar notifications
• Set up an activity series/sales process to automate prospecting, follow-up and sales activities
• Rollover incomplete activities each day
• Synchronize your calendar with Outlook
• View daily, weekly and monthly calendars for individuals, selected users, or the entire workgroup
• Schedule recurring appointments
• Search your calendar by date
• Create time-stamped notes for every contact in Notes/History
• Link calendar events to contact records
• Track and prioritize upcoming meetings, and to-do items
• Filter by task, priority and date range