How to Manage Contacts Using Banckle CRM

How to Manage Contacts Using Banckle CRM

Contacts are customers and customers are people. Managing those people in an appropriate way is essential for business. Online CRM apps come handy when it comes to manage customers' contacts, emails, notes, invoices etc. Banckle CRM app helps its users to completely assimilate the efforts of sales, marketing and customer assistance to create and manage a pleasing relationship with the existing and prospective customers. With the help of accurate and professional system in place like Banckle CRM app for sales, not only sales team but any personnel within the company can fully analyze and understand the customers' requirements and an accurate follow-up process can make positive impact in the company's growth. As far as managing customers, vendors, suppliers are concerned, it is very crucial to manage and keep them all at one platform.

With Banckle's easy-to-use user interface, anyone can be master of it within a few hours. Being a web-based application, your sales team can access it even on the go and update the customers' information. Contact management is critical and Banckle online CRM software let's you manage your contacts in a efficient and effective way. You don't only have to manage the customers, but other vendors, third party enterprises and subcontractors as well. A centrally located database system like Banckle CRM can take the pain effortlessly and allow your business to grow.

How to Manage Contacts via Banckle CRM

Following are the step-by-step instructions to create and manage your contacts list:

1. Sign in to the Banckle CRM. (Signup if you don't have a Banckle account)

Banckle CRM SignIn Screen

2. From the Dashboard screen, click Contacts tab.

Banckle CRM Dashboard Screen

3. You can find all the contacts saved in contacts list on the right hand side of the screen.

Banckle CRM Contacts Screen

4. On the left hand side of the screen, you will find the following few options:

1. All: displays all the contacts saved in the app.
2. Persons: displays the contacts of the individuals only.
3. Companies: displays the contacts of all companies saved in the app.
4. Favorites: displays the contacts marked as favorites.

5. To add a new person or company in the app, click "Add" sign at the left hand side as shown in the screenshot below:

Add Contact Option

6. Fill up the relevant fields and click Create.

Add Contact Screen

7. While creating new contact, following information can be added through left-hand-side options:

1. Contacts: allows you to add the contact's email address.
   Note: You can add and delete multiple email addresses.
2. Social: allows you to add contact's social media addresses such as LinkedIn, Facebook etc.
3. Address: allows you to add contact's postal address.
4. Phones: allows you to add contact's phone numbers.
5. Website: allows you to add contact's website.
6. Tags: allows you to add contact's related tags.

Signup for FREE Banckle account now; also don't hesitate to talk to us in case you have any queries or need help regarding the usage of Banckle CRM. For more information about the app, kindly check its documentation section. For the latest news and updates – sign up for the monthly Banckle Apps Newsletter, as well as stay tuned for announcements at the Banckle Apps Blog. Please share your valuable feedback regarding Banckle CRM application on Banckle Community forum. Thanks for reading.

Relevant Discussions and Documentation Pages:

Related posts:

1. Announcing Banckle CRM
2. Perform Online Support on iPad with Banckle Live Chat
3. Perform Live Chat Support with Improved Banckle Chat Integrations

Overview: Banckle CRM

Banckle CRM is an Online web based customer relationship management solution designed for SMEs that want to work effectively for generating more sales. It's small business CRM made simple. Banckle CRM is a sales pipeline, a contact database, email server and task manager all in one. Small business CRM shouldn't be difficult. By keeping deals, contacts and tasks in one place, Banckle CRM keeps you organized. Never lose an email chain, or a customer's contact details again.

Read more about Banckle CRM:

• Experience Banckle Chat in the real-time
• Banckle CRM Homepage
• Banckle CRM Documentation
• Banckle CRM Features

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