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:

Service Portal ERP
 
 
 
 
 
 
Organization and management of service requests
WEMA Ticket System
 
 
 
 
 
 
Ticket system for structured recording, prioritization and assignment of customer inquirie
TOPIX ERP
TOPIX ERP
 
 
 
 
 
 
A powerful ERP with integrated CRM
eTermin
 
 
 
 
 
 
Appointment calendar & scheduler for gym, doctor's office, restaurant or consultation
DOCUframe
 
 
 
 
 
 
Document management, CRM, archiving, communication, workflow
audius.CRM Mobile Service – Field Service Management
The comprehensive solution for technical field service based on Microsoft Dynamics 365
TOPIX CRM
TOPIX CRM
 
 
 
 
 
 
The CRM for successful selling
CAS genesisWorld
CAS genesisWorld
 
 
 
 
 
 
The flexible, complete CRM system for all areas of your company
Show all 26 programs with Contact planner