Customer List Management

Bring Your CRM contact list to the next level with Contact List Centralization

With our iCRM Management System, your team can easily access vital business information such as customer engagement history, contract details, job schedule or even service information to collaborate and achieve business goals no matter where they are. iCRM Applications help your business to build better customer relationships.

Contact Lists

Contact Management for Clients, Vendors, Suppliers, and Leads

  • Contact List is where customers and non-customers are listed. The list can be categorized by contact groups such as vendors, suppliers, and leads.
  • Every SME should have a centralized contact list management to create a collection of contacts for marketing campaigns.

Centralized Contact List Management

How can our CRM Customer List Management help you?

Every SME should have a centralized customer list management in place in order to create a collection of contacts for targeting automated campaigns and marketing emails. These lists can be used as market segmentation strategies. You can also use them as a base to collect and organize for other types of marketing initiatives.

With the Customer List Management feature, you are able to:

  • view, create and manage queries and lists
  • add and remove contacts for a static list
  • work with queries and set up query logic
  • get everyone involved in a project you are running
  • get information immediately while being on-site
  • allows you to distribute customer lists to various employees

It is important that the list system is in place in order to avoid unforeseen scenarios that may cause disruption in the sales and follow-up process such as having a member of the team leave the organization, when a person in charge is not around and historical data is needed or when you need to get customer related documents urgently.

Plus Points of CRM Customer List Management

  • Filter contact lists for potential customers
  • Filter contact lists for lost customers
  • Easy call system to customers
  • Easy email system to customers
  • Easy customer search history

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Sign Up to Get iCRM FREE Trial

  1. Register for your iCRM account HERE
  2. Build a Contact list in the offline CRM system. Edit the details of each customer.
  3. Group your Contacts to the appropriate groups. You can easily use the Filter function too.
  4. Set chosen Contacts to Membership lists with expiry terms.
  5. Assign Contacts to the right Staff and Department in your organization.
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