PinPoint's Built-In Contact Management

Legal Document Management

Key Features Include, But Are Not Limited To:

 

  • Keep Track Of All Tasks, Appointments, Contacts, Accounts, Goals, Campaigns, And Opportunities

  • Log Appointments Within The System To Help Keep Track Of Your Schedule

  • Add Prospective Customers To A Campaign With A Completion Goal

  • Organize Your Accounts And Contacts Into Groups

  • Create Standard Email Templates To Use In A Mail Merge To Your Accounts And Contacts

  • Add Tasks Associated With A Contact With Reminders

PinPoint's built-in Contact Management System allows you to keep track of your contacts, appointments, tasks, campaigns, opportunities, and more. Your contacts may include vendors, customers, prospective customers, etc. Our built-in Contact Management System also allows you to create and store appointments, tasks, schedules, opportunities, and campaigns. This makes keeping track of appointments easier and less time-consuming, giving more time for employees to focus on work tasks. Reminders can be set up to alert users within PinPoint, or via email.  Additionally, users have the ability to email others regarding appointments or tasks directly within the system. PinPoint's Contact Management is built in to our Document Management System, allowing you to improve workplace productivity with a more efficient way of organizing.