Contact Manager

The MyRMS® System is designed around the Contact Manager. When first signing up with MyRMS®, Client Care will help you import your current contact database into MyRMS®. Once the contacts have been stored in MyRMS®, you are able to begin categorizing your contacts and assigning them to appropriate marketing campaigns and action plans.

An unlimited amount of contact records can be created within MyRMS®, and the contact information can be edited, updated or deleted at any time. Detailed searches can be performed to locate contacts based on specified search criteria and specified actions can be taken from the search results.

Best of all, since MyRMS® is web-based, you are able to access your contact manager from any computer with internet access!

Contact Manager Features Include:

• Referral tracking
• Lead source tracking
• Calendar integration
• Communication history
• Marketing assignment
• Notes/Contact information