officecrm-management

Manage contacts, companies, deals, and relationships to prevent duplicates and maintain data quality.

• Manage contacts, companies, deals, and relationships
• Prevent duplicate entries in CRM
• Log meaningful interactions and relationships
• Track business opportunities with stages and notes

• Always check before adding a contact or company
• Link contacts to companies when known
• Log interactions with context and date
• Support for multiple contact types and detail levels
• Track deal stages from prospecting to closed won/lost
• Adapt interaction detail to user preferences
• Search and query across entities (contacts, companies, deals)
• Maintain relationship networks between contacts

1. 1.Check if contact exists before adding
2. 2.Extract and validate contact info from email
3. 3.Add or update company if needed
4. 4.Add contact with company association
5. 5.Log interaction with context and date
6. 6.Track relationships and update deal status