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Contacts Plugin

Keep detailed contact information
Automatically import your contacts with our contact import
Maintain notes for each contact
Print directly to your contact using our PDF printer driver
Each contact gets separate storage on their own portal
Keep track of when your client gets files from their portal
Configurable document retention policies

Single-user price: $4/month

Volume discounts on multi-user pricing; see pricing for details
 


Summary

Your portal is not complete without good contact information features found in our Contact Manager Plugin. This plugin allows you to import your contacts from Outlook, keep track of your contacts with searchable notes and simplify contact updates. Through our unlimited portals feature, each contact gets their own secure portal.

 


Description

The Contacts Plugin provides an extension to the basic portal, allowing you to keep all your contact information in one place. It's easy to get started with our contact import feature, which provides a way to get started quickly.

Each contact record can store detailed address information, along with your notes and information needed for future calls. Get rid of that sticky note - use our contact features across your organization to reduce lost sales information.

Security is maintained with our unlimited portals feature, where each contact gets their own secure web portal. Print documents directly to your client's portal, using our PDF printer driver, let your client know that new documents are available with our single-button invitations, and know when your clients downloaded their documents with our auditing features.