"an information management system that simply does not exist anywhere else in the marketplace"

Jon Briggs - The Excellent Voice Company

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Organizations
Lists of Contacts are great, but most people work as part of an Organization - and that's where a lot of contact managements software falls down. It's all very well having a field against each person telling your what company they work for, but how is that going to help when you...
  • Need to know which section of the BBC to Invoice when person X books a Job?
  • Need to Invoice to a different department or even an separate company?
  • Need to know how much a given company owes you right now, no matter which divisions or employees have booked work from you?
  • Need to know which Jobs require P.O. Numbers?
  • Need to update your contact records because a major Client has moved offices. Do you want to sit there manually updating each one?

Agent Arrange is different from many contact management systems in that it understands the concept of Organizations and Contacts being associated with them. It's a very powerful feature, and once you're used to it we don't think you'll ever want to go back.

 

Organization Form

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