Corezon Account and Contact Management module collect and manage customer profile and transactional data, giving your sales and service professionals a 360 degree view of your customers across multiple touch points such as phone, fax, internet and face to face.

Sales and service professionals can quickly find all account details and complete history for each account using Corezon Account and Contact Manager. It enables sales and service professionals to better understand accounts, create and track new and existing business opportunities, collaborate with other sales people and partners, manage complete cycle of quotation and order history.

For business accounts with multiple contacts, Corezon Contact Manager allows organizations to establish multiple contacts for each account. Now your sales and service professionals can manage profiles, quotes and orders, opportunities as well as emails down to the contact level.

Account Management

Manage Accounts From Web

Create Consumer Accounts

Create Business Accounts

Create Reseller Accounts

Create Tax Exempt Accounts

Assign Sales Rep To Accounts

Set Up Multiple Billing Addresses

Set Up Multiple Shipping Addresses

Set Up Multiple Payment Addresses

Account Size

Account Group

Create Additional Contacts For Accounts

Create New Opportunities For Accounts

Generate Quotes For Accounts

Generate Orders For Accounts

Automatic Distribution of Emails To Existing Accounts

Attach Dated Notes To Accounts

Manage Documentation To Accounts

Contact Management

Add Additional Contacts To Accounts

Designate Super User For Accounts

User Name and Password Management

Contact Profile Management

Transaction History By Contacts

Generate Quotes For Specific Contacts

Generate Orders For Specific Contacts