ContactMe

Overview

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Finally, there’s an easy way to organize and grow your small business.

Welcome, entrepreneurs! Would you like to get more organized? Are you crunched for time? If so, ContactMe is for you.

ContactMe is an easy-to-use contact and task management tool that helps you:

• Consolidate and manage your contacts
• Track your tasks, deadlines, meetings, and more
• Attract more leads
• Save valuable time

ContactMe lets you consolidate all of your contacts—and the business information that relates to each one—into one convenient, online system. ContactMe keeps you on top of tasks, deadlines, details, correspondence, and appointments. Being organized has major benefits: you save time and effort and run a more professional and profitable business.

ContactMe doesn’t just help you work efficiently. It also helps you grow your business. Create a free ContactMe button and web form, and then add the button everywhere you are on the web. The button and form work in tandem to collect new sales leads from your website, Craigslist, Facebook, and more.

Top five reasons you’ll love ContactMe:

• Simple to Learn - You’ll be using the system like an expert in under five minutes.
• Easy Access – Access what you need, whenever you need it, via internet or smartphone.
• Simplified Workflow – Intelligent tools automate processes so you work smarter, not harder.
• Gain Confidence - You’ll get peace of mind knowing that you are staying on top of everything.
• Wow Contacts – Watch your reputation soar.

Contact Management

Communicate efficiently by consolidating and sorting your contacts.

ContactMe is like a 21st century, online rolodex: easy to use and bursting with important details.

How can I consolidate my contacts?

• Import your existing contacts into ContactMe’s contact list in a few clicks and a few seconds.
• Manage your contacts from one convenient place.
• Add to your contact list anytime, and access it from any internet connection or smartphone.

How can I sort my contacts?

• Categorize your contacts into different groups to stay organized as your business grows. A photographer, for example, might create a “Wedding” group and a “Family Portrait” group.
• Export a group into a spreadsheet or send the entire group an email with one click.
• Assign customers to a stage in the sales cycle—such as “Potential Client” or “Client”—so you can treat them accordingly.
• View your contacts alphabetically, by stage, or by date of last activity.

Notes & Email Forwarding

Nurture client relationships by staying informed.

Running a business involves constant communication with contacts, leads, and customers, and each interaction yields important details to remember. ContactMe organizes details by contact so the information you need is always easy to find.

How can I keep track of details?

• Transfer your mental notes into the system. Each note you add gets attached to the contact it corresponds to (every contact in ContactMe gets his or her own contact detail page).
• Add notes about calls, meetings, payments, or any other interactions.
• Anytime you can’t recall where things stand with a contact, simply go to that contact’s detail page and review your notes to get up to speed.
• Use the notes to personalize your communications with small details, such as by remembering a client’s preference or sending a birthday card.

How can I track my correspondence?

• Forward, cc, or bcc emails to "post@contactme.com" and each email will be automatically stored as a note under the corresponding client’s detail page for easy reference.
• Stop wasting time digging through your inbox or sent folders in your email account.

Manage Your Tasks

Never jeopardize a relationship by falling behind or missing a deadline.

One of the most challenging things about managing your own business is staying on top of the millions of things you need to do.

How can I manage my tasks?

• Type your “to-dos” directly into the “Add a Task” bar and then set the due date, the priority level, and the name of the contact involved.
• Alternatively, type a “to-do” into the “Add Task” box on a contact’s detail page and set the due date and priority level.
• Your task will show up in three places: your task list, your calendar, and the contact’s detail page, so you won’t forget to do it—and you can check it off when you’re done.

Calendar & Reminders

Automatic synchronization and reminders keep you on track.

ContactMe’s built-in calendar gives you the convenience of managing all contact-related activities and events right from your ContactMe account.

How does the calendar simplify my workflow?

• The calendar works in tandem with other ContactMe tools. When you create a task or an appointment, they automatically show up in the ContactMe calendar.
• Sync your ContactMe calendar with your Google calendar.

Good intentions are well and good, but we know that your day is busy and that things can fall off the radar. That’s where the automatic reminders come in.

How can reminders keep me on top of things?

• Each morning, you’ll receive an “agenda reminder” that will display your tasks and appointments for the day.
• Throughout the day, you’ll get reminders slightly before each calendar event (though you have the freedom to turn them off if you like).
• Choose whether you’d like to receive the reminders by email or by text message.

ContactMe Buttons & Forms

Get new sales leads with the unique ContactMe button and form.

The ContactMe button is a simple and effective way to let visitors to your website and web pages pass you their contact information. People who seek you out tend to be the most motivated to buy, so don’t miss out on this free opportunity for highly-effective lead generation and lead conversion.

How can I attract new leads?

• Create an eye-catching and customizable “Contact” button in a few clicks.
• Post your button wherever you are on the web, such as Craigslist, Facebook, and eBay®.
• Your ContactMe button is yours to use for free, forever.
• No matter where visitors scroll, the button stays on the page and encourages them to contact you.

How can I get new leads?

• When someone clicks on the ContactMe button, your ContactMe contact form pops up.
• When site visitors submit their contact information to you via the form, that information is automatically added to your contact list in your ContactMe account. This is much more efficient than a typical “Contact Us” page, which requires you to manually transfer new contact information into your address book. A great time saver!
• Your contact form also displays your business information, including a map and your social media links, to give potential clients more information about your business.

Reports

Put your marketing dollars toward only the most effective channels.

ContactMe provides you with powerful analytical insights to help you decide where to focus your marketing efforts:

• Review a graph to see how many button views, form views, and form submissions your business gets per day.
• Review a pie chart to get a breakdown of your contacts by stage. You’ll see at a glance whether you have more clients than potential clients, for example.
• Review a pie chart of where your customers are coming from—colleagues who are referring you, your website, Craigslist, Facebook or other sources—to know which sources are your most profitable channels.

ContactMe Now Available on iPhone

On the go? ContactMe goes with you.

The web-based system lets you access what you need, whenever you need it, even from your smartphone (try our iPhone app!).

One benefit of having your phone by your side is that you are in a great position to reach out to potential clients. Get notified of new leads (from your ContactMe contact form) on the go, and respond immediately.

Integrations

Capability without complexity.

ContactMe has partnered with other user-friendly software companies to make it even easier to add the ContactMe button and form to your web pages, and to give you email marketing tools created specifically for small businesses:

• The Facebook App is a superfast way to add a ContactMe tab to your business’ Facebook page.
• If you built your website with Webs.com, install the ContactMe App to add a ContactMe button and form to your website in a matter of seconds.
• If you have a blog on WordPress, install the WordPress Plugin with a single click. The plugin will pull your info from ContactMe so you can easily add a ContactMe button and form to your blog.
• Sync your contacts with Constant Contact® or MailChimp® to send professional-looking marketing emails with ease.