Events linked to contact timelines
All it takes is a single click to prepare for the phone call or some other follow up action.
Agenda, daily, weekly and monthly views
Agenda view lets you see your past, current and future activities on a single dashboard. You can also switch to daily, weekly and monthly views depending on your preferences.
Web form integration
You can connect your website forms directly to Annelite with advanced processing rules. For example, it can create a contact, assign it to groups, start an automatic email drip sequence, and so on.
Export full database or any group of contacts
Click “Export” and you’re done! You can then process your data in Excel and import it right back into Annelite. All records will be intelligently matched and updated.
Instant access for recent contacts
Yet another example of the one-click zone in action. You can access your recent contacts from wherever you are in the system with a single click.
Import from LinkedIn, Facebook, Twitter and Google
Hook up your social accounts to Annelite to import the data and keep everything in one central place. This lets you share your business contacts with other team members.
Import from CSV or vCard file
Upload your existing contact databases with advanced matching and auto-population rules. Annelite recognizes files produced by most popular CRMs, contact managers and address books.
Merge duplicates
Easily find and merge duplicate records. Information is always added up and never lost.
Extended search by multiple criteria
You can mix and match various search criteria, such as keywords in certain contact fields, group or tag assignment and more. This lets you work with laser-precise selections.
Segment your database by Groups and/or Tags
Customer segmentation is key to successful marketing and relationship building. In Annelite you can do it with groups, tags and even email folders – with a single click.
Unlimited custom fields
Create any number of custom fields that are unique for your business.
Filter timeline by activity types
Display activity types for even faster and easier access. It takes just a single click.