ContactBook allows strategists, developers, project managers, and other professionals to access a centralized, collaborative address book that is organized by clients, team members, or other groups and effortlessly synchronized with their Google Contacts, Gmail, and mobile devices.
Start Free TrialImprove the Google Workspace experience at your digital agencies. ContactBook enables your team to access information from anywhere, at any time, and aids companies in automating the tedious process of storing and exchanging contacts.
Organize your contact lists and add details on projects, clients, administrators, and so on to make them accessible to each of your relevant user groups. Sort everything by team members, clients, and so on.
Each authorized user can access all the data they require about a contact (from a website team, for example) in Gmail, Google Docs, Google Contacts, or their mobile device, among other places, with a predetermined set of privileges ("can modify," "view only," etc.).
This feature enables all members of your team who communicate with clients, developers, or other outside vendors to collaborate and exchange key information, facilitating everyone's ability to stay informed about important project-related details. To make sure that nobody misses any important information, they can send notifications and attach files to every contact.
Leverage reminders, which are simple to set up, to check in with people as needed. To help you remain in touch with them, the app and email will both send you notifications for crucial deadlines and special events like birthdays or anniversaries.
To protect your data, ContactBook complies with GDPR privacy regulations and takes all necessary security precautions. Save your contacts safely and centrally rather than in emails and spreadsheets.
Share customer contacts and keep them accessible across different departments for better collaboration.
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As a digital agency, it is a tough job to store every customer’s contact details to build up sales and marketing strategies and drive customer retention. And when an agency scales, it becomes essential to store all this information electronically and keep it shared with the marketing, sales, and customer service team. A digital agency contact management system helps you manage all your contacts in one place and keeps them shared and accessible across all touch points. You can organize contacts into groups, assign permissions, and share them with your team through a centralized interface.
Contact management is extremely important for your business as it helps streamline the workflow and lets your team collaborate effectively. By using the best contact management tool, digital agencies can easily manage their contacts, automate daily tasks and ensure seamless communication across their team. Contact management is now easy and scalable with ContactBook. You can import all your contacts from different sources and store them in one centralized database. Since it is cloud-based, digital agencies can access, manage and share contact information from anywhere at any time. Your sales agents can set reminders for follow-ups, add important notes as references for future conversations, and much more with ContactBook.