Really Simple Account & Contact Management

Really Simple Account and Contact Management keeps tracks of all your customers, prospects and suppliers in one simple database that links Contacts (people), Tasks (things to do) and Activities (things that have happened) to their Accounts (companies and organisations).

  • Keep all your customers and prospects in a simple two-tier data structure: Accounts (companies and organisations) and Contacts (people who work there).
  • Record every email, telephone call, support request and meeting as an Activity for that Account, so that you and your colleagues can see every interaction with that organisation.
  • Easily search Accounts and Contacts.
  • Enter and update multiple Contacts at once with one mouse click.
  • Set up Tasks to remind you of outstanding actions against each Account, such as calling them back.
  • Assign Accounts and Task to other users with optional email notification.
  • Share information on Accounts with others in your organisation by setting up Sales Groups.
  • Use the default sectors, products, sales stages and other analysis categories or set up your own.
  • Create Custom Fields for your data.
  • Import and Export data from csv files and from Microsoft Outlook
  • Taking a complete local copy of your data in Microsoft Access format for you to use on your PC.
  • Simple but powerful report writer comes with pre-written standard reports allows you to create your own, all from one page.
  • Download any report into Excel at the click of a button.
  • Create mailing lists to send mail merged letters or emails. 
  • Interfaces to the email client of your choice, including Outlook.
  • Clear screens with no confusing icons allows even the occasional user to use the system without training.
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