WinWeb Contacts CRM software is one of the simplest options for any small business that requires an online address book. Small business often have such a multitude of contacts that managing them all becomes a real pain. WinWeb Contacts CRM has far more functionality than a physical address book and will not get lost or damaged, which is a real possibility for any non-virtual record of contacts.
To begin working with WinWeb Contacts CRM, simply visit our website and then log-in as usual to launch the WinWeb console. You will find yourself at the home screen when you first enter, so look near the top of the console for the Contacts CRM icon.
As soon as you enter the Contacts module you will be presented with a list of all the people and businesses that have already been entered in your console, either because you manually added them or because their details were on a payment or invoice. If you have a large number of contacts it is easy to find the one you are looking for by using the Search bar or clicking the A-Z dropdrown box to search for a particular letter. Clicking the ‘Search All Contacts’ button will allow you to refine your search by only displaying companies or individuals.
Clicking the ‘Action’ icon next to a contact will allow you to perform various functions such as viewing their profile or transaction history, adding or viewing notes and editing or deleting them from the database. The ‘Add’ dropdown box enables you to manually add an individual or a company to your database. You can even add individuals or companies to groups that make it simple to sort through the contact database.
WinWeb Contacts CRM is ideal for any small business that wants to improve its communication with clients and suppliers.