Today we're going to talk about the Address Book at your Nectar SMS account – CRM. This is secure storage for your contacts, thanks to which it becomes easier to explore, navigate, and create groups of your Contacts in Nectar SMS.
Moreover, you may easily automate and simplify many essential tasks that allow you to build productive and long-lasting relationships with your customer base.
So, let’s get acquainted.
Our CRM is very similar to your mobile’s phone book.
The contacts section is the secure storage for all your contacts, which includes information about their full names, phone numbers, email addresses, and the date when the contact was added to your CRM. You can edit contact details anytime or add the new one once needed. Moreover, clicking on the “View” button, you’ll be able to see recent activity for the specific contact, especially last text messages for today, last week, or month.
Advanced filters are a way to customize your search using multiple criteria. Find the required contact searching for his name, phone number, your contact lists, tags, organizations, or creation date.
Advanced filtering also makes it possible to save your searches to use later - our system will remember your searching request until you press the "Reset Filters" button.
Create new contact list and view all lists
You may create various Contact lists in your Nectar Desk account. You can see the ones you already have at the “View All Lists” section or create a new one with the help of the “Create New List“.
In your Nectar SMS account, you can add Organization which your client belongs to.
To do it, go to the “Organizations” section and add it, then in the “Contacts” press on the “Edit” button and choose the required organization from the drop-down menu.
The Contact Tags section allows you to add as many tags as you need for further usage. A tag is a keyword or term assigned to a piece of information. You can choose the previously added tag under the Contact’s details (Contacts -> Edit). This kind of metadata helps describe an item and allows it to be found again by filtering:
In case you’ve already integrated you Nectar SMS account with Pipedrive, Active Campaign, or any other CRM solutions, the Deals and Organizations you have in your basic CRM will be duplicated into Nectar CRM as well so you could have access to them directly from your Nectar SMS account:
With all these CRM feature sets at your fingertips, you will be able to better identify and target your Contacts with Nectar SMS.
From now sending text messages becomes easy and convenient as never before :)