SoftGuide > Functions / Modules Designation > Contact planner
Contact planner

Contact planner

What is meant by Contact planner?

A "contact planner" is a feature or tool within a Customer Relationship Management (CRM) system that is used to plan, organize, and manage interactions and communications with customers.

Typical functions of software in the CRM area "contact planner" could include:

  1. Contact management: Capturing and managing customer contact details, including names, phone numbers, email addresses, and other relevant information.

  2. Appointment scheduling: Scheduling appointments for contacting customers, whether it be via phone, email, in-person meeting, or other communication channels.

  3. Task management: Assigning and tracking tasks related to customer interactions, such as follow-up calls or sending out information.

  4. Communication history: Logging all interactions and communications with customers to have a complete overview of customer relationships.

  5. Communication automation: Automating standard communications such as reminder emails or birthday wishes to strengthen customer engagement.

 

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The function / module Contact planner belongs to:

CRM

Software solutions with function or module Contact planner:

SmartWe
SmartWe
 
 
 
 
 
 
Cloud-based customer relationship management / CRM
PROJEKT PRO
PROJEKT PRO
 
 
 
 
 
 
Integrated overall solution for controlling, project and office organization and managemen
ProMode
ProMode
 
 
 
 
 
 
ERP / Enterprice Ressource Planning System / Merchandise management system
CAS genesisWorld
CAS genesisWorld
 
 
 
 
 
 
The flexible, complete CRM system for all areas of your company
ClubDesk
ClubDesk
 
 
 
 
 
 
With the ClubDesk online club software, you can guide your club well into the future.
TOPIX ERP
TOPIX ERP
 
 
 
 
 
 
A powerful ERP with integrated CRM
Service Portal ERP
Service Portal ERP
 
 
 
 
 
 
Organization and management of service requests
audius:RealEstate
audius:RealEstate
 
 
 
 
 
 
Component for real estate development, sales and management
EcholoN Service Management Suite
EcholoN - holistic service management
Projektron BCS - Web-based project management software
Projektron BCS – The web-based software for managing your projects
Show all 26 programs with Contact planner