Events linked to contact timelines
All it takes is a single click to prepare for the phone call or some other follow up action.
Details
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.