Contact Management

a sales and distribution module


SYSPRO Contact Management allows you to define and manage a rich set of information about the people with whom you do business, as well as the individuals within your organisation. It helps manage information, not only traditional SYSPRO customers and suppliers, but also other business relationships such as potential customers (prospects), consultants and competitors.

The Benefits of Contact Management

  • Recording, planning and tracking activities against contacts in a centralised environment
  • Improved customer and supplier service through instant on-screen access to all relevant information, including touch-points with your company
  • Powerful customisable search and query capabilities
  • Integration with Microsoft Outlook for sending and receiving email
  • Integration with Microsoft Office for enterprise-wide use of SYSPRO Contact Management information
  • Structured addresses for enhanced location support
  • Optional licensed model per 'Contact Management user'

Contact Management Features

  • Create contact categories
  • Create extensive contact information
  • Configure user fields to enable capturing of additional data when posting an activity
  • Post and track contact activities
  • Create SYSPRO suppliers and customers from a contact account
  • Define dynamic organisation lists
  • Optionally synchronise contacts to Microsoft Outlook

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    Baltimore House,
    50 Kansas Avenue,
    Manchester. M50 2GL.
    : +44 (0)161 876 4498
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