Your Contacts in Boulevard Software
What about the other people you need to stay in touch with? Your warm chatter leads, your daughter's teacher, your accountant — they are just as important to keep track of as your customers. With the Address List and the Contact Profile, Boulevard makes it easy. And when a contact becomes a customer, converting them is one click of a button.
Address List
The Address List shows all of your contacts in one place. Like the Customer and Unit List, you can customize the information it displays by adding and hiding columns and filtering the list.
Address List features
- Customize color coding corresponding to account balances
- Filter the list to display a particular contact type
- Change the sort order
- Toggle displayed columns between hide/show
- Add or remove columns to show/hide other contact information
- Jump to a contact quickly by typing their name anywhere on the list
- Select multiple contacts to print, add call notes, copy to the Windows Clipboard
Contact Profile
Keep the valuable information you gather about your contacts safe and always accessible in the Contact Profile. As you follow up with a contact, use the Contact Profile to capture all your calls and conversations. When they become customers, you'll already have that information at your fingertips. Let Boulevard help you build good customer service right from the start!
Contact Profile features:
- Add, edit, or delete profile information at any time
- Create your own contact types and assign one or two types to each contact
- View several Contact Profiles at one time
- Store all important information and dates: email address, birthday, anniversary, occupation, even spouse phone numbers, email, and birthday
- Indicate what time of day each contact prefers to be contacted and their preferred contact method
- Add action items right in the Contact Profile that show up in the Tickler
- Store safely encrypted credit card information
- View product and sales history, including charts
- Review billing, shipping, account balance, and product purchase history
- Keep general notes about the contact, add a personal note that appears on all their invoices, and keep track of call notes
- Create pop-up reminder notes that appear when you open a particular Contact Profile
- Get one-button MapQuest® directions to the contact's address
- Set custom and 2+2+2 follow-up dates that appear in the Tickler
- Quickly convert contacts to customers while still retaining all information
- Convert contacts to recruits along with all information
- Assign a contact to a recruit as a prospect
Get the information you need and stay in touch easily
Use Boulevard reports to print out contact-specific information. Or use the List Builder to create a custom list of names pulled from the Customer, Unit, and Address List to make labels or send a group email message. However you want to use the information you store, Boulevard has an easy way to do it!