Contact Management

  • OCRDESK helps the small and big organization to deal with crucial task of managing your contacts, organization, partners, vendors and suppliers.Using CRM best practices, you can see everything about a contact, from background, email history and important dates, to any projects or opportunities in which they have participated. With OCR Desk contact management features you won’t miss a beat:


    • Flexible Calendaring and Events

    • Automatic Address Book

    • Notes, Ever-notes, and Comments

    • Lightning Fast Search

    • Custom Fields and Filters
    • File Sharing
    • Web to Contact
    • Tags, Notification, and Following
    • Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects)
    • Mass Email and Email Templates