CRM and contacts

Features in CRM and contacts

• Contact records

  One record per customer with calls, texts, emails, appointments, payments and notes on a single timeline.

• Smart lists and advanced filters

  Saved, filterable views of contacts by tag, source, activity, custom field or date.

• Tags with categories and colors

  Label contacts with color-coded tags grouped into categories.

• Contact and opportunity import

  Import contacts and deals from CSV files or other CRMs with field mapping.

• Custom fields and contact layouts

  Add custom fields and arrange the contact details page around how your team works.

• Opportunity pipelines

  Visual sales pipelines with drag-and-drop stages for every quote, job or deal.

• Opportunity forecasting

  Forecast expected revenue from open opportunities by stage and probability.

• Company records with enrichment

  Track business customers as companies, link their contacts and enrich records automatically.

• Custom objects

  Create your own record types, such as properties, vehicles or service contracts, with their own fields.

• Tasks and project management

  Assign tasks with due dates to team members and track work to completion.

• MDE done for you

  Done-for-you CRM setup

  The Max Digital Edge team configures pipelines, fields, tags and smart lists for your services.

• Planned

  Contact engagement score

  Planned: score each contact by opens, clicks, replies, bookings and other activity of your choice.

• Planned

  Duplicate contact merging

  Planned: find and merge duplicate contact records while keeping the history from each one.

• Planned

  Bulk actions on records

  Planned: tag, edit, email, delete or add many contacts, opportunities and records to a workflow at once.

• Planned

  Secure document sharing

  Planned: share files from a contact record with private, expiring or login-protected links and notify the contact.

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