Flexible licensing
SaaS, PaaS, Lifetime with core features and optional add-ons
Profuz LAPIS Contacts Management centrally manages your contacts data in real time and stores it securely in one single place under your own control. Your clients, partners, employees and suppliers data is always up to date and easily accessible from anywhere. The contacts are classified and structured in an easy to find way. Contact details are protected and their access is under your control. Our unique approach allows you to not only update and track your business data in real time, but also to categorize it as detailed as you want in order to optimize not only your sales and marketing operations, but your company operations as a whole.
LAPIS Contacts Management can be a standalone tool for organizing your contacts, but is also used as a basis for extending contacts’ categorization and classification with specific parameters coming from functionalities available in other modules such as CRM, Commercial Management, User Management, HR, Project Management, Manufacturing, etc.
Organization of any size
Suitable for small, medium and large companies and organizations from various industries
Unlimited data
Limited only by available infrastructure resources
Various Bundles
Bundles define the maximum number of users allowed. No charging per user.
Features
- Intelligent search mechanism (searches in real time in all connected systems)
- Live collaboration
- Real-time communication and notifications
- Data versioning
- Metadata localization
- Documents and Files Management
- Workflow automation
- Reporting
- Connection to emails
- Connection to cloud services such as Google Drive, Drop Box, WebDAV, etc.
- Connection to other systems for business management and process automation
Multiple ways of contacts categorization based on various criteria
- Affiliate and external contacts
- Individual and company contacts and connection between them
- Leads, prospects, clients, partners, suppliers, employees and combination of those
- Active/inactive contacts
- Subscribed/unsubscribed for email marketing activities such as newsletters, product announcements, sales promotions, etc.
- General, sales, marketing, financial, legal data with separate access rights
- Tags, categories, folders, parameters and attributes for custom classification as per your company needs
Multi-company hierarchy and contacts interconnection
- Company’s subsidiaries, branches and offices dependencies
- Individuals belonging to more than one company
- Individual, personal and group contacts
Views
- Contact default fields, such as Full Name, Description, Image, Company, Address, Emails, LinkedIn, Twitter, Facebook, Skype, Website URL, Phone Numbers, Contact Type (Internal/External), Active/Inactive, Relationship Role (Client, Supplier, Partner), Client Sales Status (Lead, Prospect, Customer), Lead Status (Qualified, Not Qualified, To Be Contacted, Contacted), Marketing Activities
- Custom Fields of different type defined by user, such as Nickname (string), Hobbies (list of strings), First Contacted (date), Favorite Color (color), Annual Turnover (multi-currency money), etc.
- Company’s specific fields, such as Accountable Person, VAT number, Company ID, Juridical Status, Payment Terms, Billing Documents, Institution Type, Staff Count, Capital, and other company-related parameters
- Individual’s specific fields, such as Civility Code, Company Position, Hierarchical Manager, Department
- Activities list for history of changes, communication and live comments, including email notes, meeting notes, call notes
- Monitoring of tasks, projects, orders, deals, invoices, documents in which contacts are involved
Users management, automations and collaboration
- Easy way of creating users accounts from contacts
- Allocating more than one contact to a user
- Shared user accounts associated with group company contacts
- Folder-specific Permissions and User Rights for Create, Edit, View, Export, Import, Delete contacts
- Individual and groups access control over the contact entry and/or specific fields
- Personal address books per user
- Track contacts’ interactions through Activity Logs, Task Assignments, etc.
- Automatic workflows based on client’s needs
Calendar
- Scheduling meetings, calls, follow ups, to dos, etc.
- Reminders
- Daily, weekly, monthly and 3-months activities monitoring
- Filtering of calendar activities based on sales person, period, type of activity, etc.
- Email notification for upcoming activities, due dates, follow ups, etc.