Contacts
Organize your contacts and manage your relationships.
More than just a simple address book, our contact management features give you a tailored area to keep track of all your customers and contacts. Quickly see what products your customers purchase from you and how often. Easily track notes of communications with your contacts and never forget key dates for your customers like birthday and anniversaries.
Note Details about Customers
With Consultant Office, you can collect information you learn about your contacts by entering a note. From the details of an important conversation, or personal information like a person's birthday, favorite product or spouse's name, Consultant Office customer notes help you recall important information about the people that matter.