Contact Manager, CRM

Single Source Contact Management

Consolidate your contact records. Customers, Vendors, Contacts of all types. Manage contacts for an unlimited number of companies or divisions and easily manage grouping of contacts. Coyote supports each contact record to contain unlimited direct contact phone numbers, unlimited additional contacts name, phone and emails, additional location entries for different branches or shipping destinations and for automotive customer unlimited vehicle entries. The contact database assists in data entry with US and Canada zip code lookup, city drop downs and auto complete. See each contacts recent orders and contact activity.

Altigen Phone System Integration

With integrated dialing from Altigen and other possible phone systems dial throughout the program and store links to the call entry for notation and listening to the recorded conversation (Full integration for in/out bound calls on Altigen systems). Auto lookup based on inbound call with backup searching from caller id and caller ID lookups to find and create new contacts instantly when the call is answered. Extensive duplicate checking prevents duplicate contact records and eases staffs need to find contact. With each call or contact log entry, quickly notates the conversation with our quick fill buttons and schedule call backs and to do items.

Per Customer Discounts / Custom Pricing

Advanced pricing discounts are available to be set per contact to ensure proper price quoting and discounts on specially priced goods. Assign discounts per SKU, category and of course to one of 4 pricing levels.

Time Billing

Time billing and auto invoicing features are multi user and allow for remote sales to log their time and submit time on the go with or without Internet Access. Auto billing features let you invoice for time, deduct from account or accrue time billing until invoiced.

Support Tracking