Contact management is the core and most important part of Insider around which all other modules
are developed. The system provides a complete customer view with all data about the active contact
(from the initial contact to the aftersales service and support). Data can be found and tracked down
quickly and easy in a single depositary.
The contact profile contains the following data tabs:
General information: Contact name, type, rating, address, phone and fax numbers, e-mail, contact owner etc.
Financial information: Invoicing data, bank details, credit limits etc.
Marketing information: Information allowing better and accurate contact targeting: business area, source lead, number of employees, notes etc.
Additional information: User specific data fields
Activities: Lists all tasks, calls and meetings for the active contact. Here, users can create new activities and apply different filters to the existing ones.
Offers: Displays all offers sent to the active contact, their chances, status and result. New offers can be created directly from here.
Invoices: Contains information about all invoices and payments for the active contact. New invoices can be issued directly from here.
Employees: Lists all persons associated with the active contact with their names, position and contact information.
Attachments: Different documents (e.g. company profile, correspondence, contracts etc.) can be attached to the contact profile either by storing files within the database or by giving the path to the document.
History: Tracks the complete contact history – tasks, meetings, phone calls, offers, invoices etc. All data created in other modules is added automatically.