M1 Contact Management provides a complete and concise method of managing all activities relating to your customers, suppliers and other organisations. This module forms the basis of M1’s CRM (Customer Relationship Management) capabilities. By including multiple locations and contacts, and a range of other details, you can build a complete profile on each company. Using the standard mail merge facility within M1 saves precious time by enabling you to create and forward documents to multiple contacts.
The Organisation Explorer is the ultimate tool that provides complete transaction history for any company. From memos and attachments right through to manufacturing and financial transactions, all details are accessed from the one screen.
Store all details for customers, suppliers and other organisations in the one area.
Multiple Locations & Contacts
Include all locations and their contacts for each organisation. Develop a complete outline for each organisation including correspondence (attachments).
A time saving feature for communicating with a customer or supplier or a group of customers or suppliers. Standard templates can be created to automate your communication, even include attachments.
Price and Availability
This prompts for a part and shows the quantity on hand, job quantity in production, unshipped order quantity, unit sale price, and the current selling price for the selected customer.
Create a task or appointment; when the follow-up is saved M1 will create/update a task/appointment in Outlook with the current information.
Refresh Follow Ups from Outlook
If you change the information in Outlook this will synchronize the data with M1