Zubifi offers many great features in a simple all-in-one solution designed to save you money while also simplifying some of the tasks you are likely already doing for your business. Here is a run down of the major features in the Contact Relationship Management (CRM) space that Zubifi offers to its members.

• External email integration puts all your email “touches” in one simple view
• Allows you to add your existing email account and Zubifi will check for new emails (both inbound and sent messages if selected) and bubble those up through the contact profile/dashboard. That way when you’re communicating with a customer you are immediately “in-the-know” on when the last touchpoint was, what was discussed, and have a complete view of what’s going on with that customer… giving you the best opportunity to close the sale and improve your customer’s experience with your company.

• Advanced contact profile/dashboard
• Keep track of contact information for phones, emails, and addresses.
• Set default payment terms, sales tax rates, and payment methods.
• Create custom fields to track even more information
• Add attachments for tracking important items
• See transactions, emails, calls, notes, relationships, and more all in one view/page.
• Track calls and add notes
• Enter and view relationships between contacts

More information is available at www.zubifi.com