Contact Management

Effortless Organization with Contact Management

AIKSOL 360’s Contact Management feature empowers your business to efficiently organize and track all contact information in a centralized hub. Keep a comprehensive record of every interaction—calls, emails, meetings—ensuring seamless follow-ups and improved communication. With features like reminder scheduling, engagement tracking, and quick access to key details, you can strengthen customer relationships, boost conversions, and drive sales performance.
Stay organized and never miss an opportunity. AIKSOL 360’s Contact Management keeps your business connected and thriving by streamlining communication and fostering long-term success!

CRM Leads and Contacts
Centralized Contact Information Storage

AIKSOL 360’s Contact Information Storage feature ensures all your essential customer details are organized in a secure, easily accessible database. This comprehensive storage capability simplifies customer relationship management by consolidating vital information in one place.
Key details stored include:

  • Names
  • Phone numbers
  • Email addresses
  • Job titles
  • Company names
  • Websites
  • Other relevant information
Stay Organized with Task and Follow-Up Management

AIKSOL 360’s Task and Follow-Up Management feature keeps your communication with contacts timely and effective, ensuring no opportunity slips through the cracks. This powerful tool enables you to stay proactive and well-organized in managing your customer relationships.
Key capabilities include:

  • Setting reminders for follow-ups to ensure consistent engagement.
  • Creating and assigning tasks for each contact to streamline workflows.
  • Scheduling follow-ups to avoid missed opportunities and maintain momentum.
  • Tracking interactions such as emails, calls, and meetings for a comprehensive view.
  • Maintaining a complete history of engagements for better organization and insights.
CRM customer engagement
CRM List view
Smart Lead Scoring and Categorization

AIKSOL 360’s Lead Scoring and Categorization feature empowers your sales team to prioritize contacts based on engagement, interest, and potential, ensuring your efforts are focused on the most promising opportunities.
Key Benefits:

  • Assign scores to leads using metrics like engagement level and interest.
  • Categorize leads into actionable groups, such as hot, warm, or cold prospects.
  • Streamline efforts by focusing on high-potential opportunities for better productivity.
  • Prioritize leads effectively to boost conversion rates and close deals faster.
  • Make data-driven decisions with detailed insights into lead quality.
Keep Your Data Fresh with Regular Updates

Regularly updating contact information is essential for maintaining accurate and reliable CRM data. As customer details such as emails, job titles, or company affiliations evolve over time, keeping your records up to date ensures seamless communication and effective relationship management.
Benefits of Regular Updates:

  • Maintain accuracy by routinely updating contact details.
  • Keep key information, like emails, job titles, and company names, relevant.
  • Enhance communication and strengthen relationships with current data.
  • Support informed decision-making with reliable and consistent CRM records.
  • Minimize the impact of outdated information on business processes.
CRM Oneview
CRM Communication
Optimize Outreach with Contact Segmentation

Contact Segmentation empowers businesses to group contacts based on meaningful attributes, ensuring more personalized and effective marketing campaigns. By leveraging dynamic segmentation, you can stay ahead with up-to-date contact lists tailored to your unique busin
Key Features of Contact Segmentation:

  • Categorization by Attributes: Segment contacts based on industry, location, engagement level, and more.
  • Granular Grouping: Use lead status, purchase history, or company size for precise targeting
  • Dynamic Updates: Automatically refresh segments as contact data evolves.
  • Targeted Campaigns: Deliver accurate and relevant content to specific audience groups.
  • Improved Effectiveness: Boost campaign success with personalized and well-timed messaging.
Aiksol360 CRM gives a 360-degree view of the contacts and focus on better customer relations. Contact Us
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