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Tag events

FeaturesFebruary 12, 2018

Keep your database of activities neatly organized with tags that you can create on the fly.

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External calendar sync

FeaturesFebruary 12, 2018

Push your Annelite calendar to any external service, such as Google Calendar – and from there to any mobile device.

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Drag-and-drop

FeaturesFebruary 12, 2018

You can click on a time slot to add an event. Easily change its date, time and duration with a simple drag-and-drop action.

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Events linked to contact timelines

FeaturesFebruary 12, 2018

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

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Agenda, daily, weekly and monthly views

FeaturesFebruary 12, 2018

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.

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Web form integration

FeaturesFebruary 12, 2018

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.

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Export full database or any group of contacts

FeaturesFebruary 12, 2018

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.

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Instant access for recent contacts

FeaturesFebruary 12, 2018

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.

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Import from LinkedIn, Facebook, Twitter and Google

FeaturesFebruary 12, 2018

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.

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Import from CSV or vCard file

FeaturesFebruary 12, 2018

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.

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Merge duplicates

FeaturesFebruary 12, 2018

Easily find and merge duplicate records. Information is always added up and never lost.

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Extended search by multiple criteria

FeaturesFebruary 12, 2018

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.

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