All it takes is a single click to prepare for the phone call or some other follow up action.
Agenda view lets you see your past, current and future activities on a single dashboard. You can also switch to daily, weekly and monthly views depending on your preferences.
You can connect your website forms directly to Relenta with advanced processing rules. For example, it can create a contact, assign it to groups, start an automatic email drip sequence, and so on.
Click “Export” and you’re done! You can then process your data in Excel and import it right back into Relenta. All records will be intelligently matched and updated.
Yet another example of the one-click zone in action. You can access your recent contacts from wherever you are in the system with a single click.
Hook up your social accounts to Relenta to import the data and keep everything in one central place. This lets you share your business contacts with other team members.
Upload your existing contact databases with advanced matching and auto-population rules. Relenta recognizes files produced by most popular CRMs, contact managers and address books.
Easily find and merge duplicate records. Information is always added up and never lost.
You can mix and match various search criteria, such as keywords in certain contact fields, group or tag assignment and more. This lets you work with laser-precise selections.
Customer segmentation is key to successful marketing and relationship building. In Relenta you can do it with groups, tags and even email folders – with a single click.
Create any number of custom fields that are unique for your business.
Display activity types for even faster and easier access. It takes just a single click.