Database Customization

Customizing your Contact Management layout for a more efficient workflow.

Apply Your Company Branding

Adding your logo and company colors provides a unique identity and branding which will foster a cohesive business unity among your staff and associates.

Your Business, Your CRM

There may be fields on the basic layout you do not need for your business tracking. We can remove them and discuss what will benefit you most. Our expertise in customizations means we use the best practices methods most vital for the integrity of your database for daily performance, accurate reporting and future upgrades. Tell us what you want and we can get it done for you.

Maximize Workflow Efficiency With Custom Layouts

With customization your database will bring meaning to the office associates immediately. Seeing fields for the data they personally need to track will assure them they can find what they need in the future. With a customized layout, each person can input required data quickly ensuring timely information about your client base that is needed to make daily business decisions.

Create Fields with Functionality

Each person, each company and each industry using a database has unique data they need to track about their clients. They might need to record such things as whether a client receives a newsletter, a second email address or various policies and information for each client. They might need a field that contains the sum of several fields or even custom tabs devoted to exactly what is being tracked.