Complete Contact History
Tracking:
Gain visibility into all your organization’s
interactions with instant access to a complete customer
view.
Comprehensive Client Retention:
Enjoy true business intelligence with built-in analysis
and reporting and let GoldMine automatically follow-up
with every client based on these insights.
Document Management:
Keep track of your frequently used letters, contracts,
forms and e-mail templates to streamline your customer
communication.
Automated Processes™:
Define business rules based on your work flow, then
let GoldMine send customized e-mail, schedule appointments,
print custom letters, send faxes, and prompt your
team for appropriate follow-up automatically.
Web Import:
Automatically capture customer and lead
information from your web site, then use Automated
Processes to efficiently follow up and ensure that
no prospect goes
unqualified or uncontacted.
And SO MUCH MORE!