Contact Manager

This powerful module is the heart of your customer relationship management (CRM). Each time anyone in your firm talks to a client or prospect they should create a Contact Report. Each record is automatically time and date stamped for future reference. Drop down fields allow you to document the purpose of the contact, location, items discuss and any follow up required. There are even special button to allow you to enter "Left Message with Voice Mail, Left Message with Secretary" and "Left Message With Answering Service". This information can be very important when service issues arise.

Email has become a convenient way to communicate. The Contact Manager module includes an automated email creation tool which allows you to create customized messages and is tied to your WDI FX form documents allowing standard messages to be communicated with others. Messages you wish to send are integrated with most POP 3 email programs such as Outlook, Outlook Express, Windows Mail, Thunderbird, Eudora, gMail and others.

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System Requirements
Minimum Memory 8GB
windows Windows 10
macMac OSX 10.12 or higher
iOS 10 or higher

Pat Bruner

Pat Bruner first started using WDI FX with a tablet in 2005 and now he can't get along without it. "The WDI FX Paperless Office has transformed my business," Pat says. With WDI FX, he can schedule pest control services, perform inspections, create graphs, insert photos, and supervise his employees right from his truck. Documents are emailed to clients, copies are synched to his office and Pat heads for home. No more sacrificing customer service or family time to go back to the office! And no more paperwork!

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