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Distinction between individuals and companies: one click access to all persons relating to a specific company, and all the companies relating to a specific person |
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Possibility to sort out (filter) in one click all the contacts by type, either individuals or companies:
- Investors with sub-lists:
. Investors that have already invested in one of your projects
. Investors that haven't invested in your project, but you already have a contact
. Potential investors with whom you have never had any contact
- Clients
- Potential clients
- External advisors
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Provides historical tracking of contact history when contacts change companies |
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Two-way synchronization with Outlook / Lotus Notes for contacts, meetings, tasks and e-mails |
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Automatic follow-up of all the meetings and actions set up with each contact |
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Automatic classification of documents by contact (individual or company) |
