Contact data for every stage of the Client Path. Easy to activate; easy to maintain; customize using your own terminology. Tightly integrated with the Messages module. Supports instant campaigns, true at-your-fingertips marketing. (Module is optional, but required if using Email)

• Customizable to your account: terminology and usages.
• Advanced filtering capability to support pinpoint targeting.
• Supports time-dated touches such as birthdays and appointment reminders.
• Supports auto-marketing: execution of pre-defined multi-touch campaigns without human intervention!
• Transaction log, by contact, for cards, email and notes regarding interactions.
• Import routine accepts CSV files from multiple sources including Excel.
• Export routine generates a CSV file usable in other applications.
• Tight integration with Messages module supports instant data export for swift marketing touches.
• "To-Do" feature supports reminders to take action, emailed to you or those to whom you assign tasks.
• Supports multiple contacts within one master contact, e.g. a large company with contacts in several epartments.
• Maintains "unsubscribe" records to aid in SPAM compliance for email campaigns.