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Contact & Company Management

Conveniently manage your valuable relationship assets in a more centralized place. Contact and company information is better organized and shared under security control across your organization. The information discovery becomes easy by instant access to the business relationships with activities, documents, content and the other entities. Gain a true 360 degree view of your contacts, companies, accounts and customers.

Basic EditionPro Edition

Historically, companies were required to buy, build, and maintain their IT infrastructures despite exponential costs. SaaS gives companies an alternative. Now, they can plug in and subscribe to services built on shared infrastructure via the Internet. The SaaS model has flourished in recent years because of the many benefits it offers to businesses of all sizes and types.

Click here for more information regarding the benefits of SaaS.

Price$4.95 /user/month$6.95 /user/month
Minimum Order1 User10 Users
Web ServerShared Windows 2008Shared Windows 2008
DatabaseShared SQL Server 2008Dedicated SQL Server 2008
Core Features
  1. Manage contact relationships including Prospect, Customer, Competitor, Manufacturer, Distributor, Supplier, Reseller, Service Provider and Product Provider.
  2. Professional information and communication information such as emails, home phone, business phone, mobile phone, fax and various of instance messengers.
  3. Manage notes, docuemnts, photos regarding the contact.
  4. Powerful search and advanced query.
  5. Comprehensive multi-address management.
  6. Improved contact segmentation by categories, tags and ranks.
Contact Management
  1. Manage company relationships including Prospect, Customer, Competitor, Manufacturer, Distributor, Supplier, Reseller, Service Provider and Product Provider.
  2. Professional information and communication information such as emails, home phone, business phone, mobile phone and fax.
  3. Manage notes, docuemnts, photos regarding to the company.
  4. Powerful search and advanced query.
  5. Comprehensive multi-address management.
  6. Improved company segmentation by categories, tags and ranks.
Company Management
Address Management
Content & Document Management
Note Management
RSS Feed Management
Web Link Management
Document Management - 3GB storage & traffic /user/month
Additional storage & traffic $0.2 /GB/user/month
- 9GB storage & traffic /user/month
Additional storage & traffic $0.2 /GB/user/month
Activity Management
Task/To-Do Management
Appointment/Meeting Management
Reminders
(lead time and overdue)
Email Management
Email Templates/Email Merge
Bulk Email
Personal Calendar
Team Calendar
Data/Information Management
Google Contact Import
Outlook Contact Import
Data Import Template
Bulk Import/Export
Universal Categories
Universal Tags
Universal Rank/Vote
Form Personalization
Role-based Form
Query Customization
System Customization
Security
PrimeObjects platform provides real enterprise security control based on security roles. Each role groups the various privileges of different entities in different depths/scopes.
Role-Based Security
The depths/scopes of the privilege
User: The user can do the selected operation on the record owned by himself/herself.
Primary User Group: The user can do the selected operation on the record owned by the users in his/her primary user group.
User Groups: The user can do the selected operation on the record owned by the users in all user groups in which the user is a member.
User Groups & Sub-Groups: The user can do the selected operation on the record owned by the users in all user groups in which the user is a member and also records owned by users in the sub-groups.
User Groups: The user can do the selected operation on the record of the whole organization.
Security Depths/Scopes:
Organization, Primary User Group, User Groups, Sub-User Groups and User
Entity Level Security
Record Sharing
Assign/Change Ownership
Miscellaneous
Smart Phone AccessQuery/ViewQuery/View
Reporting
Business Intelligence
Click to learn more.
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