Product Features

ConvallisCRM offers you the following benefits and features:

  • Find contact data quickly - an efficient contact search engine lets you find contacts easily.
  • Save searches - save any searches you make and reuse them again and again.
  • User-friendly interface - data is clearly displayed and is easy to update.
  • E-mail - integrated so you can send e-mails to your contacts from within the application.
  • SMS (Texting) - integrated so you can send a text to any mobile phone from within the application
  • Contact touches facility - make a note of your e-mails, telephone calls, letters, meetings etc at the touch of a button.
  • Link directly to other files/folders associated with your contacts - save time in finding vital data.
  • Target your marketing - categorise your contacts and target your marketing accordingly.
  • Mailing lists - add contacts to a mailing list and then send marketing emails or texts to that list from within the application.
  • Export your contacts directly to Excel for Mail Merge documents - ideal for direct mail campaigns, export contacts in a category or mailing list easily.
  • Tasks - create tasks that are linked to your contacts (e.g. call John on Monday).
  • Multi-user - ConvallisCRM can be accessed by all users on your network from one central database.
  • Support and updates - 12 months included with initial purchase, optional renewal available.
View screenshots here
Download a free 30 day trial from here.