Contact Management

Build on your Microsoft Exchange and Outlook investment

Centralise your Account and Contact information in a relational database integrated with Microsoft Outlook®. Manage the full customer lifecycle activities associated with these Contacts in one place - and use it as the platform for integrating with your specialist applications.

• Gold-Vision tracks all communication and activities with customers. The Account overview screen provides a snapshot of current events.
• Maintain unlimited Profile information against each Account or Contact. To make analysis easier, categorise the Profiles, e.g. interest group, networks.
• Find your important e-mails, attachments, documents, notes quickly and easily with powerful searching functionality. Reduce the "copy everyone" mentality.
• Manage complex group relationships simply with flexible linking.
• Use Gold-Vision Alerts to automate processes, or bring issues automatically to your attention and improve your business control.