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ShadowOffice
Contact Management  

ShadowOffice's sophisticated contact management application is a powerful and convenient way of storing, accessing, managing all your business and personal contacts in a single place. Additionally, you can maintain communications histories (CRM-style) for each contact.

Anywhere, anytime access to employee and customer directories
Customizable fields and CRM notes, history and follow-ups
Organize contacts into groups for convenient collaboration
Easily import and export contacts


 
Contact Sharing and Employee Directory

ShadowOffice Contacts lets you share groups or individual contacts with co-workers in a fully-integrated, web-based directory. You can set the permissions (read-only, modify or full access) for co-workers to access your contacts. Contact information can be shared with external parties via email and the vCard standard.

The Enterprise Group serves as a company directory and is automatically updated when a new employee is added or when one is removed.

When sharing your individual contact information with clients or friends, you can share selected portions of your information. Send them just your work info or limit it to your personal info--or include both.












 

Custom Fields and Contact History

You can create highly detailed, customized contact profiles with ShadowOffice Contacts. Create  custom fields, upload contact photographs, and record notes to capture and maintain information about your contacts and the history of your communications with them. All notes are time and date stamped and can be categorized (e.g. "left voice" or "sent email" or "phone call"). Follow-up tasks can be assigned to each note making the robust and flexible Contacts application an entry-level customer relationship management (CRM) solution. Follow-up tasks are automatically updated in the Task Management and Calendar applications.
 


 
Organize Contacts in a Way That Works  Best for Your Business

Contacts can be easily organized into groups for improved organization, search and collaboration. Create groups such as Clients, Sales, Marketing, Engineering, Customer Service, etc. If you're working on an important project, create a group specific for that project. Then, you can email or invite everyone in that group to a meeting with a single click.


 

Easy Import, Export

You can import up to 5,000 contacts from ACT!, Outlook, Outlook Express, Goldmine or other application using text-delimited (CSV) files. Your contacts can also be exported in CSV or vCard format.
 


 

 
 

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