Contact Relationship Management

B2i's Contact Relationship Management Solutions (CRM) are customizable and easy to use. A simple and effective way to manage contacts.

Features & Benefits
 
  • Cloud Based with unlimited users and independent access rights, security, and controls.
  • Sort and search contacts easily.
  • Perform bulk actions to save time.
  • CRM can plug into your existing website or B2i's integrated website.
  • Contact profiles include:note history, tags, activities, and groups/lists for market segmentation.
  • Adding or removing contacts is easy and individuals can opt out of groups and be added automatically.
  • Easy management of emails, groups, mailing lists, follow-ups, and reporting.
  • New leads captured along with key activities. Custom alerts can be provided to designated users.
  • Friendly support team at no additional cost.

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