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.
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.