PinPoint CRM

PinPoint allows you to keep track of your contacts, whether that’s vendors, customers, prospects, etc., through our built-in CRM (Customer Relations Management). CRM also allows you to create and store appointments, tasks, schedules, opportunities, and more with the ability to email them directly with mail merge and templates. PinPoint CRM will allow you to  improve your staff time and production with a more efficient way of organizing these entities.

CRM features include, but are not limited to:

  • Add tasks associated with a contact as reminders to complete tasks, appointments, phone calls, emails, etc.
  • Make appointments within the system to help you keep track of your schedule
  • Assign appointments to a PinPoint user
  • Organize your accounts/contacts into groups that help you reach your goals faster
  • Add prospective customers to your campaign with a completion goal
  • Create standard email templates to use in a mail merge to your accounts and contacts

  Schedule your Document Management Demo With Us Today!