Personal CRM for BNI Groups

Personal CRM for BNI Groups

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As a BNI member, your success hinges on building and maintaining robust business relationships. Managing contacts, scheduling one-to-ones, and tracking referrals can become overwhelming without the right tools.

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Built to compliment the way you work!

Built to Complement the Way You Network

ContactBook is designed to streamline your BNI contact management by providing tools that align with your networking needs.

Organize Contacts by Chapters and Roles

Create groups or Tags for different BNI chapters or categorize contacts based on their roles, such as "Referral Partners," "Prospects," or "Event Organizers." This organization using ContactBook make sure quick access and efficient communication.

Easily arrange contacts for different projects into groups.

Manage Permissions Across Groups

Control who can view or edit contact information within your network. Assign permissions to ensure that sensitive information is only accessible to authorized members, maintaining confidentiality and trust.

Easily manage permissions for groups across projects.

Collaborate and Share Updates Seamlessly

Share contact groups with BNI members or assistants, allowing for collaborative efforts in managing referrals and follow-ups. Add notes, set reminders, and inform everyone about the latest interactions. Also, you can attach files into the contacts.

Add files, and inform your coworkers of any updates.
GDPR

Secure and Centralized Contact Management

ContactBook stores your contacts securely, complying with GDPR privacy standards. Centralizing your data eliminates the hassle of scattered contact information across emails and spreadsheets.

What Our BNI Members Are Saying

BNI Member

ContactBook has revolutionized the way I manage my BNI contacts. Organizing and sharing information seamlessly has significantly improved my networking efficiency.

BNI Chapter Director

Managing referrals and follow-ups has never been easier. ContactBook's intuitive interface and robust features have become indispensable to my BNI activities.

ContactBook designed for real estate industry

ContactBook designed for real estate industry

A contact management app for real estate professionals to manage and share business contacts through a single platform.

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Sync and share leads with brokers

Keep contacts shared and accessible with ContactBook to ensure zero roadblocks while closing a deal.

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Frequently asked questions

If you don't find what you are looking for, drop us your query on the contact page.

What is BNI Contact Sharing?

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BNI Contact Sharing refers to the process of organizing and distributing contact information among BNI members to facilitate referrals and networking. ContactBook simplifies this by allowing you to create groups, assign permissions, and share contacts seamlessly.

How can ContactBook help in managing BNI referrals?

ContactBook enables you to track interactions, set reminders for follow-ups, and maintain detailed notes on each contact, ensuring that you stay on top of your referral commitments.

Is my contact information secure with ContactBook?

Absolutely. ContactBook adheres to GDPR privacy standards and implements robust security measures to protect your data.

Is there a free trial available?

Yes, we offer a 14-day free trial so you can explore ContactBook’s all features and see how it fits your BNI network needs.

How can we schedule a demo?

You can book your demo through this link: Calendly - ContactBook.

Is my data safe?

We are built on trust and security; industry leaders trust ContactBook to keep their data safe in the cloud. We work everyday to make ContactBook safe, secure, and more transparent for our users.

What payment methods do you accept?

We use Stripe for payments, and it accepts all major payment methods! Let us know if you have any concerns about this.

What is your refund policy?

We hope you do not have to do this, but if for any reason you're not satisfied with your purchase, simply let us know within 7 days and we'll be happy to issue you a full refund.

Can I cancel my plan?

Yes, you’re free to cancel at any time! If you decide to do so, your plan will last until the end of your current billing cycle.

I have more questions. How can I get in touch?

If you have any other questions about ContactBook, you can reach out to us at support@contactbook.app . Our experts will be willing to resolve all your queries.