Introduction to the Contacts Software from the pooyan Software Suite
General Software Introduction
The Contacts software is one of the key tools in the pooyan software suite that provides comprehensive and organized management of contact information and details of individuals and organizations. This system helps users centrally store, categorize, and search their contact data, thereby achieving fast, accurate, and up-to-date access to the information they need.
The Main Problem or Need the Software Solves
With the growth of organizational data volume and the increase in the number of contacts, manual or scattered management of this information leads to confusion, errors, and wasted time. The Contacts software addresses these challenges by integrating information and providing advanced data management capabilities, enabling continuous updates, access control, and data security.
Key Features and Capabilities
- Recording and maintaining complete contact information including name, phone number, address, email, and supplementary details
- Categorizing contacts based on groups, organizations, and roles
- Advanced search and filtering capabilities based on various criteria
- Linking contacts with other modules of the pooyan suite such as Form Builder and Process Builder
- Ability to add notes and communication history for each contact
- Capability to export and import contact information as standard files
- Managing access to contact information based on user roles
- Simple and responsive user interface for use on various devices
Target Audience and Users of the Software
This software is suitable for all organizational units that need to manage relationships with customers, colleagues, contractors, and other stakeholders. Additionally, managers and specialists in marketing, customer service, public relations, and project management can effectively benefit from its features.
Use Case or Operational Example
Suppose a sales manager in a municipality needs to manage contact information of contractors and customers in an organized manner. Using the Contacts software, they can record complete information of each individual or organization, categorize them based on projects or service types, and quickly access the information whenever needed. They can also record notes related to meetings and calls and share this information with their team.
Competitive Advantages and Distinguishing Points
- Full integration with other modules of the pooyan suite for seamless workflow
- Ability for advanced data management and maintaining contact information security
- Capability for fast and accurate search within large volumes of data
- Support for continuous updates and access management
- Simple and user-friendly interface with mobile and tablet usability
- Capability to connect and exchange data with other organizational software
Connection with Other Gity Systems
The Contacts software is fully synchronized with Form Builder, Process Builder, Letters, Messages, and other modules of the pooyan suite. Contact information is used as the primary data source in these systems, and direct connection to forms, processes, and correspondence is provided to create a seamless and flawless user experience.
Reports and Informational Outputs
The ability to prepare various reports, including the number of contacts based on groups, activities performed on each contact, and statistical analyses related to communications, is available. These reports help managers gain a more precise understanding of the organization's communication network and make better planning decisions.
