Enhance your sales and customer service levels by tracking every call, email, and fax to and from your prospects, customers, and vendors.

Call type

Record communications for sales activities, support and customer service issues, administrative and procurement matters, and more. You can also track and manage all related correspondence, documents, contracts, conversations, and follow-ups, simply and effectively.

Track call times

Log the time spent on each call. Analyze and report on total call times for all sales, support, and administrative calls.

Assign calls

Assign and route calls to additional people in your organization. Call management ties directly into M1follow-ups so you can also assign and schedule tasks and appointments for other M1 users. Never miss an important task or appointment since follow-ups integrate with Microsoft® Outlook.

Prioritize calls

Prioritize calls to identify contacts requiring immediate attention. Use the standard searches to sort in order of priority.

Service contracts

Service contracts can be used to manage warranties and maintenance contracts for your customers. Record the start and end dates, along with a value, for each contract. When taking a call from your customer or prospect, M1 will advise if the customer has a current service contract.

Knowledge base

Create a library of commonly asked questions and support calls relating to your products and services. Include details on the problem, the resolution, and any available workarounds. Publish this data for customers via the optional WebGear Internet portal module.