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.
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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.
Files, notes, events and tasks on contact timeline
It takes a single click to retrieve any minute detail of the relationship history. Essentially, you get an instant total recall ability. Your team will always know what’s been said and done, what to do next, and who’s responsible.
Contact timeline with sent/received email
Annelite combines the simplicity of email with the power of CRM. You have to experience it to appreciate the impact this seemingly simple notion will have on your business. A word of caution: there’s no going back!
Export emails in Mbox format
We will never hold your data hostage. In addition to contact and calendar export, you can also export your email in the industry standard Mbox format.