inContact

More leads, more sales, more customers.

What it Does

inContact is a simple customer relationship management (CRM) solution that streamlines sales and makes managing customer easy. The software provides powerful tools that can help automate sales activities and give your business the insight it needs to make more informed decisions.

With inContact you can quickly access detailed account and contact information, track opportunities from lead to close, manage calendars and activities, and generate insightful sales and marketing reports. 

Key Benefits

Centralize account and contact information

Organize all your contacts and account information in one place so you can instantly find email addresses, phone numbers, contact names and more.

Track customer activity

Stay up to speed by maintaining a complete history of customer interactions. Store notes, emails, invoices and other documents so you’re always prepared for the next conversation.

Integrate with email

Easily track and save emails from Microsoft Outlook in the system for a complete record of customer communications.

Manage opportunities and reminders

Stay on top of sales activities and never forget a meeting, phone call or task. Automated reminders make sure you stay engaged with customers and follow-up in a timely manner. 

Gain insights with advanced reporting tools

Understand who your customers are and what they want with reporting tools that allow you to slice and dice data in insightful ways. Analyze revenue potential, sales pipeline activity, and opportunities by account manager, region, status and more.

Integrate systems and services

Consolidate sales, marketing and customer service and integrate with back-end accounting and business applications.

How it Works

  • Your custom Rolodex
    All your account and customer information is at your fingertips. Access detailed information such as email address, phone number, industry, revenue, key contacts and more.
  • Track history and activities
    Never lose track of your customers. inContact stores all emails, notes and related account documents. Sales automation features make sure that you don’t forget about scheduled phone calls, emails and other follow-ups.
  • Gain insight into sales and customers

    Dig into data by running custom or standard reports on sales activities, revenue potential and opportunities. Analyze information more effectively to improve sales performance, expand territories and better manage customers.

     

Whitepaper

  • 5 ways CRM can generate leads and improve customer service
    White Paper
    5 Ways CRM can Generate Leads and Improve Customer Service

    Getting new customers and keeping existing customers happy is critically important to the success of any business. That’s why it’s essential to have an effective way to manage sales, marketing and customer service. Learn how CRM can help.

    Download White Paper (PDF)


Looking for Support

You’ll find all relevant support resources for this product in our Support Wiki, including:

The Document Lifecycle

Stage 1: Capture

Capturing signatures and data, and creating forms and reports that people can easily access, use, and distribute is the first stage of the document lifecycle. Learn how products like SignHere, iForms and WebForms can digitize documents and data, decrease paper costs and speed up workflow.

Stage 2: Manage

Securely managing documents and other data after they have been captured or created is the second stage of the document lifecycle. Learn how products such as WebDocs and inContact can give you the tools to securely find, use and store information, no matter where you are.

Stage 3: Distribute

Getting documents and data to the people who need them – on time and in the format they need – is the third stage of the document lifecycle. Learn how products like DeliverNow and Enterprise Workflow can automate document distribution and speed up business processes.

Stage 4: Secure

Securing data and documents is the final stage of the document lifecycle. Learn how WebDocs and our Sophos Security Products can protect key business information from cyber threats, data loss and costly downtime.