A complete overview of all clients, partners and suppliers is indispensable in today's business world. With POOL4TOOL you get powerful tools to manage both business partners and clients, and to organize data concerning contacts, campaigns, products and other areas. Thus, follow-ups, data managing, and reporting become simple.
Administrate all information on your clients and prospective buyers with standard or user-defined fields to fulfil your company's requirements.
Create reports and lists by combining different client and contact data. Export the lists to external suppliers and manage the results with POOL4TOOL's campaign management tool.
Connect contacts and clients with accounts, opportunities, leads, projects, business units and other relevant data stored in POOL4TOOL. Show information about any contact immediately — including the contact's product portfolio, previous contacts with customer service, etc.
Alter pre-defined groups of data with just a few clicks or edit them row by row or column by column, as in Excel.
Analyze lists and contacts to investigate future trends and to optimize marketing campaigns. Link the analysis with other POOL4TOOL modules, allowing you unique insights into client data and behavior.
Import contact data with the Excel import assistant, which loads data based on workflows into POOL4TOOL and helps to present the requested information. Align catalog fields of new data sources with existing fields, automatically compare new data with old, and minimize post processing of data.