contact manager

Software that keeps track of people and related activities. It is similar to a personal information manager (PIM), but is specialized for sales and service reps who make repetitive contact with prospects and customers. The foundation of a contact manager is a name and address database, from which phone calls, meetings and to-do items are scheduled. The contact manager may also link each record to related email messages and text documents.

An Act! Contact Record

These screen shots are from an earlier version of the very popular Act! contact manager. Each contact is stored in a name and address record (top) from which activities are scheduled (bottom right). Activity history can be maintained (bottom left) or deleted as required. See Act.