Super-easy, super-fast contact management
Our easy pre-built Contact Management application template makes it easier than ever to track your key contacts and stay on top of your related activities. If you’ve been looking for a really simple and efficient way to keep a record of each time you “reach out” to one of your contacts, look no further. With this lightweight application template, you’ll have the ability to see immediately what tasks are due today, and anything that may have been forgotten yesterday. As with all our application templates, this one is easily customized to meet your exact needs.
1 Sweet, Simple…and Fast!
Easy-to-use forms allow you to create and update your contacts in seconds. Log all your activities for each contact even faster.
2 “Where Did I Put That” Search
Use the Google-like search functionality to find virtually anything related to a contact you’ve created.
3 One-Stop Activity Tracking
Stay on top of all your activities and contacts by using the built-in dashboard.
1. Quickly check out the dashboard you'll start on
It's set up with views that show your activities both due today and those that are past due
2. Click the button that says "Add Contact"
The app starts with some sample records, but if you add one yourself here you'll see just how easy it is.
3. Click the button (bottom of the form for your new Contact) that says "Add Activity"
Once you click "Save" you'll see that each activity is linked to the contact and is super easy to see and/or update!
Installing or building your own Contact Management application is fast and easy, requiring zero technical knowledge. To learn how, visit our Getting Started pages or simply sign up for a free trial.
So that's TrackVia, now it's time to see for yourself and... sign up for a free trial.