Activity management is used to administer the activities assigned to employees in an organization. The data in an activity is a very important source of information for all the employees that are relevant for that information.
Appointment management makes it easy for organizations to reach out to their customers by enabling them to book meeting with their team at the click of a button. Appointment scheduling allows customers to schedule appointments by booking a time by viewing your published calendar.
Contact history is a perfect way to keep track of all of your contacts with a client, which can be extremely useful in solidifying your relationship with them. So, whether you've sent an email, made or received a phone call, or even sent a letter, this is where you can record it, as it allows you to keep track of all messages while still allowing other people to see it.
You may want to import addresses, leads, or other record forms into the software from other sources, such as an email program, a spreadsheet, or your phone, to keep track of all your customer data in one location. If you want to do additional calculations or run your own reports, you can export your data to Excel or create a static Excel spreadsheet if you want to capture all of the data at a single point in time.