Contact Management Software for Lasting Customer Relationships
3 out of 4 customers buy more from suppliers they like
Create unlimited contacts and track all aspects of their relationship history in one place.
Schedule meetings with a potential customer or create tasks for yourself or a team member. View all meetings and tasks for a contact from the task or calendar view. Tasks and Meetings are automatically synced with your Outlook or Google for Work account
Assign a singe point of contact for your customer or supplier records. Set privacy to make a contact record invisible and get real-time notifications on all contact changes
Track any information your business needs by creating unlimited custom data fields. Create required or optional fields that are easy to fill out and provide help text so that your team knows what data to include. Make sense of your data by using these fields in our powerful search functionality to create highly targeted lists and insights
Insights from Conversations
Track customer emails, meeting minutes, phone conversations and internal notes in a timeline view to gather meaningful insights
Automatically link contact emails to their profile and record meeting minutes and phone conversation details. View these conversations in a timeline view so that you have all the information you need to manage the relationship. Set privacy rules to define which emails are synced and who can view them
View all conversations related to a deal and its stakeholders in one place to close a deal quickly
Use hashtags directly in your notes about a customer for easy grouping. Use the search function to find customers matching these tags.
Assign contacts, deals and offers to a team member as a single point of contact for accountability. Control access to an individual resource and oversee your team’s contacts and deals as a manager. Get notified when there is an update to a contact or deal record
Assign contacts, deals and offers to a team member as a single point of contact and add anyone who needs update to a particular resource as a follower. Get notification on all resource you follow from one central location
Control access to a sensitive resource by making it private. Private resources are only visible to the resource owner and its followers. Assign any number of follower to a resource
Onboarding and offboarding features allow all resources, such as person, company, deal and offer records to be assigned to another user in bulk.
Our AI-powered algorithm automatically analyses every contact conversation in multiple languages and uncovers relationships you need to focus on. Create targeted email campaigns using Mailchimp to improve relationships with high-value customers. Our AI algorithm respects privacy laws and are GDPR and Canadian PIPEDA compliant
CreamSoda automatically analyses incoming emails and alerts you of any unhappy customer that need immediate attention
Targeted Email Campaign
Send targeted offers to customers by exporting highly targeted contact list to Mailchimp
Generate targeted contact list using CreamSoda’s powerful Graph and Hashtag Search functionality. Do you want to send an offer to all customers with Hashtags #Salmon and #FoodService and a deal value of USD 100,000 in the last year? It takes less than 5 seconds to create this list and export to Mailchimp!
CreamSoda will ensure that your Mailchimp email campaign list is always updated if you let us know which search term you would like to sync. CreamSoda will automatically sync the contact list generated by this search term with your Mailchimp account so that you can just focus on sending offers knowing that your email campaign list is never stale
Copy the offers you want for your email campaign with one click
Powerful Search & Insights
Use the search function to pinpoint any person, company, deal, offer or product record. Do you want to send an offer to all customers with a deal value over USD 180,000 that has been closed in the last 30 days? It takes less than 5 seconds to create this list and export to Mailchimp!
Use the keyword search to easily find any person, company, deal, offer or product. Get access to frequently used information, such as phone numbers, email addresses and likeability scores right from the search result. You can also customize the results to add more fields of your choice
Use the Hashtag feature to group contacts into various segments. For example, use the #Supplier and #Customer hashtags to segregate your contact list and their preferences. Search for one or more hashtags to pinpoint a target group
Do you need to find all deals you closed with Acme Inc. in the last year, where the deal value was more than USD 100,000? It takes less than 5 seconds to create such a list. The graph search feature is a powerful yet easy search mechanism that allows you to search multiple fields across related resources to create a highly targeted list
Automatically add prospects directly from your website or social media posts by embedding Lead Forms. Lead Form automatically creates contact records in your CreamSoda account with specific hashtags for easy segmentation. You can also automatically sync these contacts with your Mailchimp account for an effective email campaign. Our Lead Forms are GDPR and Canadian PIPEDA compliant
Use the history tracker in a unified timeline view to see all the changes made to a contact, deal or offer record. Find out what changes were made and who made those changes for effective customer relationship management
Need to capture data tailored to your business? Create unlimited custom data fields. Get access to customizable text boxes, smart auto-complete lists and more
Improve the accuracy of your data by providing a help text for each data field so that your team knows exactly what information to include
Required fields ensure that your team records information important to your business
Display important fields at the top to ensure that you can focus on information that matters the most
Choose from a list of field types to easily capture your unique data fields. Use currency fields, time range, smart selection lists, address boxes and much more