Contacts and Leads
The Contacts and Leads feature of SmartOffice is typically the first step of the process. Contacts are entered and stored in the software database for
quick and easy reference later on. Because SmartOffice is a shared, multi-user application, all data entered immediately becomes accessible on every desktop.
SmartOffice not only stores customer information, it also manages other contacts as well, including: vendors, contractors, employees, basically any person or business that is essential to your company can be included in your database. Easily sort through your contacts with our customizable labeling feature, find what you need fast.
Contacts and Leads start you on your process through SmartOffice. Because this is an integrated software system, the Contacts feature is linked with the rest of the SmartOffice task modules. Information stored about your clients, prospects, vendors, etc. flow through to documents such as proposals, work orders, emails, invoices, Gantt Charts, letters and faxes.
Once contacts have been added to the database and assigned or associated with different projects you can produce a Related Contacts Report for use in managing
key information. Instantly have all your contacts on hand.
Search and Sort
Here contacts are sorted alphabetically by name, just click a letter to quickly move to the section you want. Also view contacts by date entered, type of contact (i.e. clients, prospects, vendors, staff etc.), favorites, recently viewed or contacts that are linked.
Use the search function to find contacts immediately.
Contact Type
SmartOffice allows you to categorize each contact, making searches fast and easy. Customize your list so that the options fit your business.
About SmartOffice by Simply Reliable
Smart Office offers the most complete proposal, operational and financial software in the custom installation industry. From prospects to project completion, SmartOffice will create process for your company. An intuitive interface leads the user through initial customer contact, the proposal process, design, project management, labor integration and finally to accounting and billing. This information sheet focuses on the Contacts feature of SmartOffice. Contact us for more information regarding the rest of our software.