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Composity Account Management

A complete view of your customers journey from start to end. Manage contacts and turn leads into customers.

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All the features you need

A perfect solution for any size organization.


Lead/Contact Profile

Gather the whole information for a contact. Access contacts data including activity history, key contacts, customer communications, and more. You can associate it with a company.

Notes & Comments

Allows you to add notes and comments just about anything in profiles. They are visualized with date and name of who created them.

Assign Leads

Set up automatic assign for every new lead to ensure a sales rep will follow up on leads while they’re still hot.

Lead Scoring

Assign grades to a lead automatically based on defined criteria or manually by a user. You can configure detailed rules for how the score is to be calculated and when it is to be considered qualified.

Document Templates

Composity provides various templates that you can use (eg. quote, invoice, email, etc.). You can also create customized templates based on your needs.

Custom fields

Create new custom fields to track extra contacts details. Choose which fields are required for certain list and which are not.

Company Profile

The standardized client profile includes information as products purchased, yearly revenue, lifetime customer revenue and more. One company may have many customer profiles associated with it.


Tags are unique identifiers that can be added to any Account. Tags allow you to organize and categorize contacts, deals or other records by adding related tags. Also, make it easier to search records by a specific tag.

Key Customer Metrics

KPIs and time charts are calculated automatically on every customer profile.

Converting Leads to Accounts

Once a lead is qualified you can relate it to a new list. Convert leads into Contact, Customer, etc. You can also create and tag an opportunity record if the lead you’re converting results in a deal that looks promising.

CSV import/export

You are able to transfer your bulk data of contacts, customers, suppliers, etc. , quickly by import/exporting data via *CSV* files.

Composity Software Screenshot LEAD & CUSTOMER MANAGEMENT