It’s finally here! – The “Contacts” app have been released!
Over the couple of weeks we have been working very hard to release a new app named Contacts.
You can manage all your contacts and companies in one application.
So let’s just dive into it, and let us show you all amazing features of this app.
The contacts overview
When you add the new app – Contacts from the Easynote store, you will find the app under the menu “Project Management”. The picture above shows the the overview of all contacts.
Simply see all you contacts and companies in one page and if you need you can quickly search for any contact/company.
View a contact
Once you click on a contact, you will get more information about the contact and the page will look like this:
You can update the contact you have created with additional information, or add notes about that contact.
Since you are able manage companies you can connect a contact to a company and when you view a company you will be able to see all related contacts – See below.
Schedule a webmeeting with the contact
If you have the webmeeting app installed you will be able to schedule a webmeeting with the contact directly and have the webmeeting directly in the browser! Now that is something!
You will be able to see all your scheduled webmeetings in the webmeetings app.
Once you schedule a webmeeeting, your contact will get an email invitation to join your webmeeting and have live video/voice conversations.
View a company
Once you have added a company you can view more information about the company:
You will be able to add very useful information about a company such as:
- Company name
- Number of employees
- Linkedin profile
You will be able to see all your contact related to this company and you can relate any contact to this company.
Schedule a webmeeting with any contacts in the company
We have added a feature where you will be able to invite any people from that company
to a webmeeting.
The app is available in the Easynote store and it’s available in the business and extended package.
We will add soon Hubspot and Salesforce integration and you will be able to sync you contacts / companies from Hubspot/Salesforce with Easynote and vice versa.
Enjoy using the new app!
Visit easynote.io to get started!