Contact Management
Industry Solutions : Faith-Based Organizations : Features and Benefits : Contact ManagementAptify includes a complete and integrated contact management system that tracks every touch-point with each individual and organization. The contact management system can be used to record any contact including telephone conversations, e-mails, faxes, mailed items, Web site visits, and live meetings. Additionally, the Aptify environment is fully integrated with Microsoft Outlook, which enables seamless sharing of information between the two applications.
Easy to Use
Aptify Contact Management features are seamlessly integrated into the rest of the software so it is easy for a user to create and update contact history at any time. In addition, users can automatically record contact history for incoming and outgoing emails. Touchpoints such as Web site visits, email click-thrus, viewing of rich media on the web, and other new contact methods can be recorded easily as well.
Integrated with Microsoft Outlook®
Aptify's contact management features are completely integrated with Microsoft Outlook. Below, is a summary of the integration points between Aptify and Outlook.
- Automatically record incoming and outbound emails in the database
- Synchronize contact data between Outlook Contacts and individual Aptify records
- View data from Microsoft Outlook in dashboards built in Aptify and vice versa
- Display reminders for follow-up actions in Microsoft's Outlook Calendar and Task List
Powerful Workflow Built In
Aptify contains a built in workflow engine that is easy for a non-technical person to understand. By enabling a business user to create workflow within the software, it is possible to create custom notifications, alerts, and to drive even more advanced process automation within an organization.
