Have you ever lost a lead’s contact information because you couldn’t remember where you entered it? The Contacts module in PegasusCRM functions as your searchable Rolodex, so you never have to worry about missing a sale again! The primary contact information for each lead or client record is automatically pulled into one page, making look-up even quicker. Contacts can also be inputted manually or imported using our Import Template.
Easily merge clients using the Merging / Duplicate Tool and export records as Excel or CSV files. Like in the Leads or Clients tabs, notes and tasks can be added to individual contacts to reference later and share across your office. Let PegasusCRM sort and store your contact information so you can focus on closing deals.
If you want to learn more about what PegasusCRM can do, watch this demo video. If you’re ready to talk to one of our team members about your Merchant Services CRM needs, call toll free at 855-332-1608 or email us.
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