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Contact Management

Keeping track of your customer, suppliers, and staff is a basic requirement for all businesses. There are plenty of tools available for contact management – but it is important to consider the benefits of integrating your contact management into a main business management application.

Thanks to its integration within OfficeBooks, our contact manager also offers simple 1-click access to purchase or sales order history for any contact. When a customer calls you to ask for the tracking details for a shipment you recently sent, you can simply open their contact record, view their order history, and drill-down to display the most recent shipment’s details. Since OfficeBooks offers unlimited user accounts, anyone in your team can access the information required to help this customer.
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