All the above features in Guide to Work's contact management software are available in a single tab and are just a click away!
Contact Management
Maintain digital records of your customer data in Guide to Work's contact management system.
It can be hard to remember every customer's name and individual preferences in today's fast-paced business world. Hence it becomes crucial to store data digitally. Our contact management software helps you share this digital data with your team members to interact with clients successfully.
With an organized method of storing and tracking contacts, you can focus less on business tasks and more on your customers. Guide to Work's contact management system enables all employees to view and access the same data, speeding up communication and streamlining workflow.
Find accurate customer information at your fingertips.
Our contact management software allows you to make entries for each Contact. Various address types related to the Contacts, such as name, phone number, email address, office or residence, can be included. The feature allows you to store unlimited data.
Import and export contact information from diverse sources to our contact management system.
Guide to Work’s contact management software allows you to collect data from various sources, including email, business cards, spreadsheets, and other documents and stores it all in one database.
Know your client's Key Associates.
Store information related to your client's associates. Record and organize the contact information of your client's bankers, advocates, customers, and stakeholders in our contact management system to gain easy and quick access when needed.
Create personalized client experiences.
Guide to Work’s contact management software helps you personalize client interactions. While communicating with customers, team members can make key notes about customers' needs and stakes. They can then refer to these key discussion points in future conversations.
Manage and nurture your contacts with our contact management system.
Create strong and lasting relationships with your clients by staying current on all matters and events. Create special events in the calendar to view and access the entire client information from the calendar event. Send personalized greetings on birthdays and anniversaries.
Group your contacts.
Guide to Work's contact management system, a digital method of storing data, helps you group and categorize your customer base. This enables you to respond faster for better customer interactions.
Gain access to the client's Key Personnel information.
The key personnel define and amplify the culture of any organization. You can store the Key people's information about your client's firm in our contact management system. This enables you to strengthen your business's external relationships.
Store Contact information of POA.
Our Contact Management software facilitates keeping the particulars related to the Power of Attorney of your client to carry on correspondence with your client without any hassles.
Store Client's Profile in our contact management system.
Client's Profile allows you to update details related to your client's organization. Guide to Work’s contact management software allows you to update and manage organization details and addresses.
Contact Information of State Registration.
Access Contact information related to States Registrations of the firm in various states. This is for Contacts/clients registered in states in the US.