Icon Contact Management

Account Management


Get a complete view of your customers journey from start to end.

Composity Account Management screenshot

Lead & Customer Management

Manage contacts and turn leads into customers. Personalize customer relationships with a 360° view.

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.

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.

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.

Tags


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.

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.

Key Customer Metrics


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

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.

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.

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.

CSV import/export


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

Custom fields


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

Activity Management

Track all activities and surfaces the leads that need your attention most

Fully customizable activity types


Composity has a predefined list of activity types, but you can also create as many activities as you need and customize them to best fit your sales process. Once created, anyone in your company can see it and log the activity to an associated Account. You can see a constant feed of activity for each entity.

Manual & Automated Actions


There are two types of activities in Composity system - automatic and created by a user. The automated are predefined and logged in only if a certain action occurs, such as send email, signup in, open email, etc. The manual actions are tailored to your sales process to easily log any event that you need to drive your business.

Last Activity


You can see all Accounts sorted by the most recent activities, including the dates and times that the interaction was made.

List Management

Sort and organized your contacts as it best suits your company

Custom Lists


The system is flexibility allows you to create and name custom lists to match your business workflow. Create lists such as Contacts, Customers, Leads, Suppliers, Partners, Accounts, etc. A list can be one these types - individual or organization, Each list can contain only what data fields you desired.

Roles


Roles let you specify the part that a person plays in an account. You can create different roles. When a role is assigned to a contact it gives your sales reps more information whom to contact about a specific matter at this company.

Opportunity Management

See at a glance where every opportunity is in the sales pipeline and the next steps for moving a deal forward

Pipeline


The pipeline shows you how opportunities are moving through your sales stages. It maps every stage of the sale as it progresses through your sales process and helps you monitor how many deals are in each stage of your pipeline.

List & Kanban View


Using Kanban view you have a visual summary for a selection of records. You can more effectively track deals and keep sales opportunities moving forward by dragging a record from one stage to another.

Custom Stages


The system enables you to create custom sales stages. Using stages you can track the progress of an account or an opportunity from the beginning to the end of the sales cycle.

Attached Opportunities to Lead


You can attach an opportunity to any Account. You can have several opportunities related to one Account (leads, contacts, companies, etc.)

Forecast future revenue


The opportunities help you predict your future revenue. For each opportunity you can set the probability and based on that, your future income is forecasted

Extensions

Improving collaboration and overall productivity

Custom Filters


Filters are an easy way to search, sort, group and analyze Accounts and Opportunities. You can create simpler filters as view all contacts from a certain city, and set up advanced filters based on multiple sets of criteria and conditions.

Notifications


Get notifications when you have a task or record assigned to you. Schedule upcoming activity and apply which users to be notified at a certain time and date.

Calendar


See every past or future activity visualized on the calendar. You have a quick access to the account for which you are viewing an activity.

Dashboard


A customizable dashboard that shows how you are performing. You can edit, change and rearrange the dashboard to match your personal workflow.

Reporting


Pre-build reports and KPIs that you can use to immediately analyze your business performance. Advanced custom reports are available, that can be based on your requirements and unique business needs.