Accounts and Contacts

Make Contact, Build Relationships, Measure Results

Capture, manage and share vital customer information with the people and departments that require it to efficiently do their jobs, including account history, contacts, pending and completed activities, e-mail history, and more. All information is stored in a single unified database where it is immediately available without having to move from system to system.

  • Know every detail about Accounts, Contacts and Business Partners
  • Manage and share, contacts, activities, notes, history, e-mail and more…
  • Use the dashboard to follow-up on sales appointments, tasks and to do’s
  • Customize views and create saved searches
  • E-mail, calendar and Mobile integration
Commence CRM  Video - CRM Accounts and Contacts Video

Core features:

Centralize data storage360 degree view of account and contact information on one screen, no scrolling or flipping from page to page
Easily import data from disparate systemsGet going immediately, no retyping of data
Access to your data anytime and anywhereFrom your PC, Apple Mac or Mobile device
Multi-Level security permissionsSecure who can see what data by individual or job function
Unlimited custom fieldsCapture relevant information about prospects and customers
Synchronize your calendar & scheduleKeep your schedule updated in Commence and Outlook from either system

CRM Accounts and Contacts Video


Only Commence CRM offers the ability to manage complete account and contact information on a single screen. There is no scrolling up and down or flipping from page to page like there is in other CRM systems. One central database stores notes, history, e-mails, activity, service tickets, projects, opportunities, quotes, and documents.