Discover the true value of contact management software to
organise your contact database for increased
sales, upselling opportunities and time-saving proxy sales
Optimiser’s built-in contact management module records every
communication and action from within the
platform
Convert more leads and enhance opportunity gains by using
contact information history to make smarter
sales and marketing decisions
Understand your contacts
Detailed tagging and customised filtering options mean you can
quickly organise your contacts and segment
customers for targeted marketing
Associate accounts, tasks and important documents, and store
them in one place to personalise
communications and product offering
View communication history across multiple channels to see
where your most successful lead generation
funnels and interactions in the customer journey are
Organise your database
Personalise the filter information on your contact list to
ensure vital customer segments can be
identified quickly
Tag contacts by level of importance and opportunity, allowing
simple follow-up procedures and clear plan
of action creation
Connect contacts with your Account and Pipeline modules to
enable context-specific sales and marketing
pitches
Contacts can be linked to social and third party sites so all
key information is ready to view and
available on hand