Contact Management

Nurture Your Audience, Grow Your Business

A brief overview of how to manage your contacts by using the all in one crm software from DirectLync

Increase sales opportunities by easily managing key customer relationships. DirectLync keeps contacts organized and stores important information about your customers as you lead them through your sales pipelines from the all-in-one CRM.

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A screenshot of how tasks will appear in the all in one crm software from DirectLync

Organize & Segment

Easy to use CRM

DirectLync makes it easy to segment your audience and manage customer interactions. Placing your contacts into specific groups based on data from behavior, activity, and demographics allows you to target segments that are most relevant to your marketing communications and sales efforts. Create tailored marketing campaigns to engage your audience.



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Custom Fields

Customize DirectLync’s Contact Manager to fit your business’s unique needs. Custom fields allow you to collect & track the customer data and information you care about most.

Groups

Create custom groups to organize your contacts based on your business’s unique needs. This also lets you target specific segments with personalized communications to improve engagement.

Auto Grouping

Put contact relationship management on autopilot by letting DirectLync automatically segment contacts based on behaviors and activity.This type of marketing automation frees up your team to focus on other tasks to help grow your business.

Deeper Audience Insights

Success starts with understanding your audience

Increase sales opportunities by leveraging relationships with new and existing customers when you gather, store, and analyze important data with DirectLync’s all-in-one CRM.

Record of a customer that is present on DirectLync's all in one CRM
Contact Record

Contact records organize all necessary data of a customer or lead allowing your team to track engagement with your business through automatic activity monitoring​​ in real time.​

contact manager activity
Understand how contacts engage with your brand

With activity tracking as part of your CRM system, you can monitor how and when a contact engages with your brand online. View engagement data from email marketing, social media, and form submissions while gaining insight into key opportunities with individual contacts.

easily add contacts
Easily Import Contacts

Quickly add new customers to your contact lists from any page within DirectLync. Migrating contacts from another CRM system or database? Upload pre-existing lists and data in bulk to streamline the process and mitigate any downtime.

contact manager

Increased Opportunities For Success

CRM Business Solutions

Our sales tools allow you to track and capitalize on key opportunities to engage your audience, convert leads to sales, and drive revenue. The best CRM for startups and small businesses helps your team do their job better. ​​​​​​​

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Contact Score

Reduce time spent qualifying leads when you know which contacts are most engaged. Allocate your resources wisely and optimize your actions to target audiences that are most likely to convert.

Sales Pipeline

Build custom sales pipelines that provide unity, clarity, and identifiable opportunities.  Whether this means improving communications or enhancing customer service offerings, an all-in-one CRM can help.

Tasks & Reminders

Increase productivity when you keep your team aligned with tasks & reminders. The all-in-one CRM ensures your team is on the same page no matter where they are.

More Features

Do more with DirectLync

Customizable Stages

Customize your customer journey to your team's needs with an editable sales pipeline

Marketing Dashboard

A snapshot view of how marketing efforts impact your contact manager

Sales Dashboard

A snapshot view of financial opportunity stages, tasks, and contact data

Advanced Filters

Execute contact searches with detailed precision when you use advanced filters

Merge Contacts

Keep your CRM clean when you merge duplicate contact records

Child Groups

Get granular with your segmentation by adding groups within your groups

Customizable View

A customizable dashboard allows you to view your data your way

Upload & Store Files

Centralize the documents that matter most to your team's success

Organizations

Organizations lets you add businesses and their information to your DirectLync contact manager