Maintain Greater Control of Your Business
Life is busy. Meeting deadlines and handling priorities are vital
to your business success. Don't waste time trying to manage your business with inefficient and time consuming paper or email systems. Right-ContactTM is easy to use and enables you to keep all your prospects, customers, and business partners critical information in one place at the click of a button. With Right-Contact, contractors will have the ability for the first time to integrate their HVAC design and sales tools and project files with contact and relationship data, scheduling and customer history and, with the optional Quick Books link, their accounting, invoicing and customer lists into customer proposals, job estimates, and more.
- Keep your customers, sales leads, and additional contacts including customer contact information, activity history and associated proposals all in one place.
- Manage your daily responsibilities so important calls, meetings, and other details do not get overlooked.
- Quickly and easily schedule appointments, record critical notes and equipment information for fast access.
- Get a snapshot of critical information such as appointments, sales, and closing ratios by using the Right-Contact dashboard.
- Easily import your contacts from Excel, CSV or text-deliminated file.
Increase your productivity with improved time management and scheduling
Easily manage contacts, customers, and sales leads,
while documenting critical information and activity history.
Competitive Difference
As part of Right-Suite software, the Right-Contact module helps contractors control their sales process and every business relationship by keeping track of sales leads, contacts and proposals and correspondence and interactions with their customers. With the calendar, users can schedule their time and track the progress of their leads and proposals generated in Right-Suite Universal and the Quick Books Integration Link can synch their existing accounting, pricing, and customer invoicing data. The history feature in the contact database also stores important information and follow up notes about each of their customers and vendors to help track their projects over time, improve their sales process, and give the individual attention to customers as needed.
Right-Contact satisfies one of the largest unmet needs we have identified in our customer’s professional lives: the need to have a smooth path for pricing, creating, and tracking proposals and customers and prospects. By integrating with Right-Suite Universal, the HVAC designer, salesman, and business person will now only need this single, easy to use and intuitive program for all of their residential or commercial HVAC design, sales, or proposal tasks they must complete instead of owning and using separate programs and having to transfer information back and forth. For companies using Quick-Books software, the optional Quick Books integration link can transfer and link existing customer lists, invoiced pricing for the bill of materials, and synch with accounting features, providing a level of integration previously unavailable to contractors and small companies.