ContactWise maintains a detailed history of all customer interaction. The history tab gives a complete view of everything happening with a specific lead from referral to sales to customer service. Salespeople and customer service personnel can add attachments, notes, and other annotations, and view such information in context with everything that has transpired with a particular individual.

• Manage customer relationships
• Build customer referrals
• PDA enabled

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eHelpDesk creates an online support channel for your employees and your customers, allowing them to submit problem tickets, create and track workflow, link appointments and tasks, track calls made and received, and search a knowledge base. Managers can view the performance of their staff over time.

• ITIL Best Practices
• Knowledgebase
• Surveys
• PDA enabled

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eReferrals collects and routes new prospects. It also tracks and reports on a prospect's current state in the closure process. Prospects can notify you or their interest by creating their own Referral via self-service (over the web) or representatives in remote or branch offices are enabled to capture and route new prospects "real-time". The minute the prospect is identified, one or more team members can be notified and begin the closure cycle.

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