Address Book

Address Book feature to keep track of Customers, Suppliers, Insurance companies, Assessors and Assessing companies. - Keep in an address book with iGen. - Save the phone number, mobile number, email address and fax numbers of any number of people. - Categorise them under suppliers, customers, insurance and Assessors. Keep in touch with your prospects and customers in an easy way. The address book keeps track of all the customers related notes, e-mail, files etc. With the ticket system you will be reminded of important events so you will never forget a customer. Share everything with your team Address Book feature is the perfect place to track contacts and communication so that your team can view the status of any deal or relationship. Make notes on a meeting, share important emails during negotiation, or share tasks related to any contact.add bk1 You can also mark information private to yourself or select team members, so that you share what you want, when you want.

  • Share an address book
  • Store important emails
  • Attach documents and files
  • Control who sees what with easy privacy settings
  • Share contacts
  • Track your tasks & set reminders
Never let a deal fall through the cracks again. Stay on top of your new business pipeline by creating tasks to follow up with leads and check in with customers. View tasks by company, contact, or project, and add reminders to tasks so that you never forget to send an email again.
  • Keep track of important tasks
  • Assign tasks to team members
  • Get reminders via email or SMS
  • Share contacts
  • Manage communication
Track and share your contacts and emails It’s easy to import your contacts from Outlook, Gmail, Excel, and more. Reply to important emails at the right time with the right information.
  • Send emails to contacts
  • Import contacts
  • Connect 3rd party tools