Complete Enterprise Contact Management System
Manage millions of contacts, share across teams and analyze relationship intelligence.
Used by thousands of users in medium and large organizations, the Contact Management is available as web based application and mobile app. It stores and manages the data of your business contacts from all sources and is widely used to manage relationship intelligence, collect business cards data across offices and as a pre-crm.
Relationships
Store persons, companies and their connections. Your team members can add their notes for each contact.
Fixed Sets
Create and share a fixed list of your contacts from an event, RSVP, mailing, attendee or invitation list
Dynamic Lists
Create and share dynamic lists based on your defined criteria through multiple search parameters
Search
Advance field based search and alphabetical index of your contacts for fast access
Customization
Change the system to adapt to your business by adding new fields to the system
Tags
Mark records with your own tags for easy segmentation and reporting
Notes
Capture notes on contacts and view by users, dates and keywords.
Duplicates
Identify and merge duplicate records within the system based on your own criteria.
Groups
Grant permissions to access the database to individual users. Group users with similar permissions.
User Activities
All user's activities are logged. Reports on every action performed by users.
Multiple Views
List of users displayed in multiple formats, Drag & drop tabs, change headers based on preferences
Import/Export
Import data from CSV or text files. Export data from lists or search results to other applications
Quick, Mobile Access on iOS and Android Platforms
All users of the organization can freely access the data through the mobile application. The data is visible based on user's security settings, the groups they belong and the type of users.
Search
Search entire database by name, email or organization, based on security settings.
Scan
Scan single and double-sided cards, or physical documents. Upload scanned images.
CRM
Single tap to a record saves it to connected CRM. Unlimited transfers across organization.
Reports
Fast access to information like tags, latest contacts, notes and transcription queue.
Native Integration to CRMs
Synchronize Contact Data with Leading CRM Platforms - Salesforce, Microsoft D365, SAP C4C, Oracle and Zoho CRM.
Native
Direct connection from Contactous to CRM. No need to connect through 3rd party integration services.
Data Type
All contact fields including tags, all images of business cards and notes are updated in CRM.
Destination
Option to send contact data as Contact or Lead. Configured at user level.
Re-sync
CRM records can be selectively updated after changes. Both for leads and contacts as per set preferences.
Use Cases
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Lead Capture
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Relationship Intelligence
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Channel Partners
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Warranty Cards
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Business Cards
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Run your CRM Without Data Entry through Contactous
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Why does it matter ? - A big reason why massive investment on CRM does not pay is because the data does not reach it. Contact data is the foundation of such systems. Without sufficient, accurate and reliable data, CRM systems do not deliver the value and are not trusted by sales and marketing.
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How we do it ? - Shortly after a photo of data record is taken, accurate data is available to user to be sent as a lead to CRM. Optionally, digital data from other sources can be uploaded into the system, consolidated and then sent into CRM or campaign systems.
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Contactous makes Investment in Tradeshows more Effective
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Why does it matter ? - Fast contact data (leads) collection is a common objective to participate in a trade show. These leads need to be followed up as fast as possible. There is usually a significant delay in getting the correct data to CRM and campaign systems, which makes the investment ineffective.
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How we do it ? - Immediately after the contact with a lead, the user takes a photo of the contact's business card or inquiry form or a badge, add notes from the conversation to it through same mobile app and can expect the accurate information (or in CRM) within a short time.
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Contactous gets Your Sales Leads from Resellers and Retailers
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Why does it matter ? - It is common to lose inquiries from genuine prospects who communicate with your resellers, show interest in your product with your retailer or those who visit your showroom. Information about them is very valuable and can be tracked by Marketing Automation or CRM systems if available.
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How we do it ? - Access to your Contactous system can be given to unlimited users who are your distributors, resellers, retailers or showroom managers. Data from them will get visible to you with accuracy and certainty, which can be piped to your systems to follow up.
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Contactous captures Handwritten Warranty Card Data for Manufacturers
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Why does it matter ? - Manufacturer's whose products require a customer to fill in their information and send warranty cards have always been challenged to get this data. Who bought the product and the buyer's contact information like name, mobile or email is extremely valuable data which is not easily available.
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How we do it ? - A special feature in Contactous allows retailer or channel partner to securely send the data of warranty card at point of purchase directly into your system. Data will be accurate and can be complete with product serial number and purchase date.
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Contactous captures Business Card Information for Organizations
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Why does it matter ? - Business cards are result of handshakes and contain quality contact data for an organization. 90% of them are not captured. While an asset, they are forgotten, remain in drawers or are moved out of organization by departing employees.
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How we do it ? - A quick photo of business cards through a free application (by users or an assistant) is all it takes for Contactous to manually transcript the card and provide access to accurate data across the company.
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FAQ :: Enterprise Contact Manager
You have explained a product. How do I implement Contactous in my organization?
Once you have taken the decision to deploy Enterprise Contact Manager, a call between our implementation team and you is the next step. We will understand the business problem that you are addressing with the product and discuss ways of implementing it. The setup including creation of custom fields, giving access to users, training to administrators and documenting a custom user guide - is all done by us. After this is complete, we handover the system to you to use.
My business requirement is unique. Can I create custom fields in the system?
While Contactous has all the commonly used fields required for a contact record, the system allows you to create additional fields . The new fields can be applied to individual records (eg, employee ID, type of employee, relationship manager etc) or to an organization (eg, business registration number, CRM ID, Bank Account Number etc). You can also apply the same field to both individuals and companies. The fields could be single line or paragraph of text, a number or a drop-down list. The data in all new fields can be searched by 'Advance Search' function. You can add a field any time, but it would be best to plan them in early stages of implementation.
Can I maintain relationships between individuals and organizations ?
Yes. In Contactous, a contact can be a person or a company. A person could work for a company which may or may not be a separate contact record in the system. When a new record from a scanned business card is created, there is an option to create a company record from that individual's data and link the two.
What can I do with Contactous' Mobile App ?
The app provides access to organization's contacts from user's mobile phone. A regular user can access entire organization's records while a restricted user can view and edit only those contacts belonging to that user's account. Both types of users can take a photo of the card and submit it for transcription. Here is a summary of app's features:
- Ability to search by name, company name or email address
- Quick access to user's own contacts, all contacts, names by tags and by alphabetical index
- Exporting of contacts to CRM as a lead (if CRM is configured)
- Display of full information of contact record
- Photo of business card and tags of the contact record
- View and Add notes for a contact
- Ability to save the contact details and card's photo to one's phone
- Function to send full contact information through email
- Take photos of cards easily with enhanced auto-focus
- Upload existing business card photos from phone's memory
- Capture photos of single and double-sided business cards
- Add tags to the photos taken by the app
- Manually add a contact record in the system
- View FAQs and communicate with Contactous' Support
- Ability to search by name, company name or email address
- Quick access to user's own contacts, all contacts, names by tags and by alphabetical index
- Exporting of contacts to CRM as a lead (if CRM is configured)
- Display of full information of contact record
- Photo of business card and tags of the contact record
- View and Add notes for a contact
- Ability to save the contact details and card's photo to one's phone
- Function to send full contact information through email
- Take photos of cards easily with enhanced auto-focus
- Upload existing business card photos from phone's memory
- Capture photos of single and double-sided business cards
- Add tags to the photos taken by the app
- Manually add a contact record in the system
- View FAQs and communicate with Contactous' Support
Can I export data from Contactous to other systems ?
Yes, this functionality is provided to the administrators. The contact data to export can be selected from any static list, search results or manually clustered records. You have the option of exporting all the fields or only specific fields with your preferred delimiter. The output is a CSV format which can be used with other applications
How does the CRM integration work ?
The user need to have an account with the CRM. If we support that CRM, the user will have to login to the account through Contactous. Once successful, the user can select a contact record on the mobile device and push it as a lead into the CRM. The details of the contact, the notes, tags and even the image of business card will be transferred.
My CRM is not currently supported. What can you do about it?
If you are a customer of Contactous, you can influence our roadmap and priorities. If your CRM is a popular one and is not supported by us, we will prioritise our development work to facilitate a direct connection to it. We do integrate to legacy CRM and systems. Please contact us to discuss it.
Can I integrate my application to Contactous?
Yes, we provide an API for direct integration with your account in Contactous. The authentication is based on OAuth 2.0 protocol. This opens up possibilities like creation of web forms or integration with mobile applications to connect with your contact management database in Contactous. Please contact us directly for more information.
Pricing
Enterprise Contact Manager
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Features SummaryWatch this 2 minute video for a summary of main features of the solution.
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