Adding, editing, deleting, duplicating, and managing your contacts within SalesImpaq CRM is very simple.  The Contact form is easy to use and allows you to store standard contact information as well as a Skype address, Picture, and Profile link from your favorite social network – like Linkedin or Facebook.  Create a custom field to personalize your contact form.  Import your MS Outlook contacts with one click.  Select Setup / Import data / MS Outlook .pst and press the enter button.  MS Outlook will ask you for permission, and once provided, SalesImpaq CRM will automatically import your entire contact folder. You can also import files from MS Excel and other applications that generate a .csv format.

Add, edit, duplicate, delete, and manage your accounts within the Accounts icon. Utilize the drop down menus to save you time and effort when selecting account Type, account Status, and Priority.  An Account ID is automatically provided for each account – for easy tracking and management.  Utilize Notes and Description so you’re always prepared and up-to-date prior to and while engaging your customers.

The Dashboard provides a snapshot of important sales and customer Tasks, your entire Contact database, sorted alphabetically for fast lookup, Opportunities you’re currently working, as well as those you have closed, and Commissions for closed Opportunities.  You are always up-to-date with a managed pipeline, tracking all active Opportunities – to save you time and effort – by eliminating the need for you to run reports to know what sales process stage you’re in, the amount of revenue you’re targeting, your pipeline and revenue forecast, and commissions from closed Opportunities.