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TEKOA
Contact Management Software
Centralize the manangement of all the companies and people you do business with in one system.
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Use integrated contact management to track the sales, purchases and history for Customers, Prospects and Suppliers. Maintain lists of individual contacts and contact information for easy access and centralized management and security.
Contact Us | More Information
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Organize Contacts
Using Divisions and Categories build trees of contact categories that help you organize different types of Contacts. Use People Categories to help identify the industries and characteristics of business contacts. Market specific groups, offer promotions to categories of Customers and query Contacts by category.
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Central Contact Management
Maintain a centralized repository of all business contacts including Customers, Prospects, Vendors and more. Track the history of activity for each Account and have a single location where all business contacts are controled and secured.
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Contacts, Addresses, Notes & Attachments
Keep track of Account activity and contact information. Unlimited Personal Contacts and Addresses per Account. Keep notes on conversations and keep all staff up to date on Account status. Attach copies of contracts, agreements or other documents directly on the Account for easy reference in the future.
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Online Portal Integration
Seamlessly integrated with TEKOA commerce web portals provide Contact Accounts the ability to update information online, shop and order new product or check inventory availability and pricing.
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Total Business Integration
Completely integrated with every other aspect of TEKOA erp, Order, Invoice, Inventory and Production history are all accessible and related to the People Accounts module. Providing you one centralized solution for total business activity visibility.
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| Prospects, Customers, Vendors, Individuals |
Notes, Attachements, History & more
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Request demo
Phone: 888-811-2998
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