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Contact Manager

Contact Manager - the Basis

Maintaining contacts, organising tasks and keeping an overview of the order situation are the key to a well-structured future. Discover Atlanto’s Contact Manager.

Atlantos Kontaktmanager

Contact Manager in Atlanto

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Planning, organisation and overview

Use this module to record your contacts anywhere, digitally, quickly and easily in one place, to create and prioritise tasks, and to maintain an overview of your order situation.

CONTACTS

Easy Contact Management

Add new contacts in no time or import them efficiently. Create address groups, use various contact types and export contact lists in one click. Use your contacts at any time by linking them to all other modules.

Customer Management

Features

  • Manage and keep contacts (companies, employees, individuals)
  • Organise contacts using address groups
  • Import and export contact lists
  • Personalisation by adding any type of data (e.g. images)
  • Link to other modules (e.g. offers, orders, invoices)

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TASKS

Easier Task Management With To-Do-Lists

Atlanto offers support for your task management. Record any type of task, then assign them to employees who will immediately receive a message by email. Get the necessary overview with priority allocation.

Features

  • Create new tasks
  • Coordinate and organise all tasks
  • Assign tasks to employees
  • Prioritise and schedule tasks
  • Expand with follow-up tasks
  • Export information with Excel

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SALES FUNNEL

Overview of Orders - Present and Future

The Sales Funnel gives a graphic overview of your future planning, ranging from an assessment of your order situation to the expected closing probability.

Features

  • Overview of order situation
  • Analysis tool for assessing future order situation
  • Closing probability based on order analysis

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