Slimbot
CRMWhat is Contacts?
Contacts records who exactly you're speaking to within a company, including role and direct details. So with every conversation you immediately know who the decision-maker is and you don't waste time working out who's responsible for what.
How does it work?
- Add a contact person and link them to the right company.
- Record role, phone, e-mail and contact preference.
- See per person the conversation history, notes and outstanding tasks.
- Filter by role, such as buyer or director, to approach the right person.
Use cases
Wholesaler who knows per customer who does the purchasing and who does the payments.
Construction company that records the project manager and the client separately.
Software company that distinguishes between the technical and the commercial contact.
Caterer who can reach the right organiser directly for each event.
Benefits
- Immediately clear who decides what.
- All contact moments per person together.
- No more confusion about who your point of contact is.
- Quickly approach the right person thanks to role filters.
Frequently asked questions
Can one person be linked to multiple companies?
Yes, if someone is active for multiple organisations, you link that person to each relevant company without duplicate entry.
Can I see the conversation history per contact person?
Yes, on the contact card all notes, tasks and previous contact moments with that person are clearly together.
Also within CRM
Use Contact Persons for your business?
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