Contact Management

Absolutely, Pronnel allows you the flexibility to create numerous Contact-Organization board pairs based on your organizational needs. For instance, if you're managing different sets of contacts for Marketing Vendors and Sales Contacts, having separate boards for each makes perfect sense.

However, it's important to weigh the benefits of multiple boards against the potential complexities they may introduce. Let's consider an example: if you're thinking of creating separate boards for various sales teams such as Team North, Team South, Team West, and Team East, it might lead to fragmentation of data and could potentially hinder collaboration and insights across the organization. If you want those teams to not see each other's data, you should use restricted access. Check out the Restricted Access Feature Page.

By centralizing all your data within a single database, you gain the advantage of comprehensive visibility and collaboration. For instance, having all sales-related contacts and organizations in one unified board allows for easier cross-team collaboration, better insights into customer relationships, and streamlined communication processes.

Furthermore, consolidating your data into a centralized database simplifies administrative tasks, reduces data duplication, and enhances overall data integrity. It also ensures that everyone in your organization is working with the most up-to-date information, leading to more informed decision-making and ultimately, better business outcomes.

Not At Pronnel, we're all about supporting your success without any unnecessary constraints. Unlike some other SaaS platforms, we don't believe in limiting your potential by imposing arbitrary contact quotas. Whether you're managing a small group or a massive database of contacts, you're welcome to do so with us.

And here's the best part: text fields don't even count towards your data limit! So, feel free to store as much essential information as you need without worrying about hitting any caps.

Now, while we do have limits on file storage to ensure smooth operation for everyone, we've made sure that our plans offer generous allowances that should meet your needs. And if you ever find yourself needing more, our add-ons section has got you covered.

Your success is our success, and we're here to support you every step of the way. Be our guest and explore the possibilities without any limitations holding you back. Check out our pricing page for more details, and feel free to reach out if you have any questions or need assistance!

Pronnel's Contact Management feature includes several tools to help maintain data hygiene. Audit logs track all changes to contact records, ensuring that any modifications can be traced back to the source. Unique field values for phone numbers and emails prevent the creation of duplicate records. Additionally, Pronnel allows you to merge duplicate contacts, unifying records and maintaining data accuracy. Admins also have exclusive access to data export functionalities, ensuring that sensitive data is handled securely.

Yes, Pronnel allows you to identify and merge duplicate contacts easily. The system detects duplicates based on specific attributes such as email or phone number. Once identified, you can merge these duplicates into a single, unified record. This feature helps maintain clean and accurate data, reducing redundancy and ensuring that all customer interactions are consolidated under one contact card.

Pronnel's Contact Management seamlessly integrates with organization boards, providing a comprehensive view of all related customer data. Contacts can be linked to their respective organizations, allowing you to see all interactions and activities in one place. This integration enhances data linkage and management, ensuring that all relevant information is easily accessible and organized.

Pronnel's Contact Management feature stands out due to its comprehensive and customizable approach. Unlike many other CRM tools, Pronnel allows you to create a centralized contact board that integrates with various communication channels, tracks customer journeys, and provides website interaction data. The ability to customize contact cards, manage duplicates, and integrate with LinkedIn directly from the plugin adds to its uniqueness, making it a robust tool for customer relationship management.

Yes, Pronnel's Contact Management includes website tracking capabilities. This feature allows you to see which web pages a contact has visited and any forms they have submitted. These interactions are recorded in the contact's activity feed, providing a complete view of their journey and behaviour. This data is invaluable for understanding customer interests and tailoring your engagement strategies accordingly.

Being able to pull target contact data from LinkedIn into your CRM can save Sales Teams a lot of time. Pronnel's Contact Management integrates seamlessly with LinkedIn through a dedicated plugin. This integration allows you to create contact cards directly from LinkedIn profiles, enriching your CRM data with valuable information. By adding contacts from LinkedIn, you can ensure that your contact database is comprehensive and up-to-date, enhancing your networking and relationship-building efforts.

Yes, Pronnel's Contact Management supports automated email forwarding and BCC functionalities. You can configure these settings to ensure that all relevant communications are captured and stored within the contact card. This feature streamlines email management, ensuring that all interactions are documented and accessible in one place, improving transparency and record-keeping.

Pronnel takes data security seriously. All contact data is protected with robust security measures, including encryption and access controls. Only authorized users, such as admins, have access to sensitive functionalities like data export ensuring transparency and accountability. These measures ensure that your customer data is secure and compliant with data protection standards.

Pronnel's Contact Management supports omnichannel communication by integrating various communication channels into a single platform. You can manage emails, phone calls, and other interactions directly from the contact card. The integrated inbox allows you to view all communications in one place, providing a seamless experience for managing customer interactions across different channels. This unified approach ensures that you have a comprehensive view of all customer communications, enhancing your ability to provide personalized and effective customer service.

The activity feed in Pronnel's Contact Management provides a detailed log of all interactions and activities related to a contact. This includes communications, website visits, form submissions, and other engagements. The activity feed offers a chronological view of the customer's journey, helping you understand their behaviour and preferences. By consolidating all activities in one place, it enhances your ability to track customer interactions and make informed decisions based on comprehensive data.