# Enterprise Contact Management ​​We have solved complex contact management problems esp the ones that require capturing activity from large number of field agents, sales reps, dealers, channel partners and employees. Completely customizable to fit your business operations. Feature rich application with web and mobile interfaces and add-on modules of document management and media sharing. Enterprise Contact Manager (ECM) is used by organizations who have large contact data across offices and channels with hundreds of users. Available as web based application and mobile app, it stores and manages the data of your business contacts from all sources and can connect to existing CRMs. RELATIONSHIPS - Store persons, companies and their connections. Your team members can add their notes for each contact. FIXED LISTS - Create and share a fixed list of your contacts from an event, RSVP, mailing, attendee or invitation list DYNAMIC LISTS - Create and share dynamic lists based on your defined criteria through multiple search parameters SEARCH - Advance field based search and alphabetical index of your contacts for fast access CUSTOMIZATION - Change the system to adapt to your business by adding new fields to the system TAGS - Mark records with your own tags for easy segmentation and reporting NOTES - Capture notes on contacts and view by users, dates and keywords . DUPLICATES - Identify and merge duplicate records within the system based on your own criteria. USERS - Create unlimited users who can access the system from the contact records. Define permissions. GROUPS - Grant permissions to access the database to individual users. Group users with similar permissions. IMPORT - Import data from CSV or text files. System intelligently maps the field definitions to incoming data. EXPORT - Export data from lists or search results to other applications. Select fields to export dynamically. MAPS - Get latitude and longitude of contact's address by in-built integration with Google Maps through API. ## Integrations with CRMs and Legacy Applications Synchronize Contact Data with Leading CRM Platforms - Salesforce, Microsoft D365 and Zoho CRM. Connect to systems through API. Schedule data transfers to external systems. Ingest through ECM's own API. ## FAQ :: Enterprise Contact Manager Tell us about application and data security. 1) The application has 100% SaaS Architecture and is hosted on AWS. [Compliance Certificates](https://aws.amazon.com/compliance/programs/) are available. 2) All external accesses to our platform are protected by the TLS 1.2 – HTTPS protocol. Strong encryption algorithms (AES 128 GCM) used. Validated by SSLLabs (rated A). The risk of data being intercepted by a third party during transmission is minimal. This can be [validated](https://www.ssllabs.com/ssltest/analyze.html?d=web.contactous.com). 3) Every instance used by a customer runs a separate set of programs isolated from others. Refer to our Terms of Use and Privacy Policy. Is there are demo version which we can try? Yes. We have created a fully functional demo instance and populated it with fictitious data. If needed, we can work on a customized demo for your organization. Please fill up the form and we will contact you. We have massive unstructured data. How can you ingest it? ECM has an add on module which identifies the incoming document, extract data from it and ingests into it. This can be set to work in an automated manner as explained here. Alternatively, a manual data validation screen can be configured as a pre-process to ECM. The data extraction module works by identifying the data patterns in incoming documents or images. We would like data to flow from ECM to our CRM. How is that possible? Data from ECM can be sent to popular CRMs. Currently we have extensions for Salesforce, Microsoft Dynamics and Zoho CRM. However, if you have a different CRM, it is not difficult for us to create a connection to it as long as that system supports API. The individual user will need to have an account with your CRM. The user will have to login to the account through Contactous. Once successful, the user can select a contact record and push it as a contact into the CRM, which will receive the details of the contact, notes, tags and even the image of business card. The individual user will need to have an account with your CRM. The user will have to login to the account through Contactous. Once successful, the user can select a contact record and push it as a contact into the CRM, which will receive the details of the contact, notes, tags and even the image of business card. Can we integrate our application to ECM? Yes, we provide an API for direct integration with your account in Contactous. The authentication is based on OAuth 2.0 protocol. This opens up possibilities like creation of web forms or integration of other applications to ECM. Please contact us directly for more information on the API. Besides API, ECM has strong functionality for transferring data in and out of the system: Import: There is a powerful import function built within Contactous' web application and is accessible to administrators. One can import the data from a CSV or text file. The system will analyse each column of data and intelligently attempt to assign it to the right field within the system. You can override this assignment and send the data to the fields of your choice. If you have customized your environment by adding more fields, they too will appear in the import field list. Export: While the standard user can export records for their own contacts, only the Administrator can export out the entire data of entire system. The contact data can be selected from any static or dynamic list, query results or manually clustered records. One has the option of exporting all the fields or only specific fields with your preferred delimiter. The output is a CSV format which can be used with other applications. Besides API, ECM has strong functionality for transferring data in and out of the system: Import: There is a powerful import function built within Contactous' web application and is accessible to administrators. One can import the data from a CSV or text file. The system will analyse each column of data and intelligently attempt to assign it to the right field within the system. You can override this assignment and send the data to the fields of your choice. If you have customized your environment by adding more fields, they too will appear in the import field list. Export: While the standard user can export records for their own contacts, only the Administrator can export out the entire data of entire system. The contact data can be selected from any static or dynamic list, query results or manually clustered records. One has the option of exporting all the fields or only specific fields with your preferred delimiter. The output is a CSV format which can be used with other applications. What sort of customizations are needed to make ECM work? ECM works "out of the box". Once the users are created and assigned to groups, the system can be rolled out to thousands of users through instructions in a simple email (which can be triggered by ECM). Administrators can add new fields in the system at any stage and they can be used by instantly users without any additional changes. Still, there could be areas of customization esp if the ECM needs to be configured to serve as a bespoke ETL (Extract-Transpose-Load) system which processes and export data to other applications. Then, there could be cases where custom reports need to be created and triggered based on some preset rules. Still, such customizations are not common due to ECM's own API, which enables it to get connected to external applications, analytics, visualization and reporting systems. Still, there could be areas of customization esp if the ECM needs to be configured to serve as a bespoke ETL (Extract-Transpose-Load) system which processes and export data to other applications. Then, there could be cases where custom reports need to be created and triggered based on some preset rules. Still, such customizations are not common due to ECM's own API, which enables it to get connected to external applications, analytics, visualization and reporting systems. What can one do with ECM's mobile app? Available both on iOS and Android, the mobile app provides access to organization's contacts from user's mobile phone. A regular user can access entire organization's records while a restricted user can view and edit only those contacts belonging to that user's account. Both types of users can take a photo of the card and submit it for transcription. Here is a summary of app's features: - Ability to search by name, company name or email address - Quick access to user's own contacts, all contacts, names by tags and by alphabetical index - Exporting of contacts to CRM as a lead (if CRM is configured) - Display of full information of contact record - Photo of business card and tags of the contact record - View and Add notes for a contact - Create and view hierarchical organization charts - Ability to save the contact details and card's photo to one's phone - Function to send full contact information through email - Take photos of cards easily with enhanced auto-focus - Upload existing business card photos from phone's memory - Capture photos of single and double-sided business cards - Add tags to the photos taken by the app - View FAQs and communicate with Contactous' Support - Ability to search by name, company name or email address - Quick access to user's own contacts, all contacts, names by tags and by alphabetical index - Exporting of contacts to CRM as a lead (if CRM is configured) - Display of full information of contact record - Photo of business card and tags of the contact record - View and Add notes for a contact - Create and view hierarchical organization charts - Ability to save the contact details and card's photo to one's phone - Function to send full contact information through email - Take photos of cards easily with enhanced auto-focus - Upload existing business card photos from phone's memory - Capture photos of single and double-sided business cards - Add tags to the photos taken by the app - View FAQs and communicate with Contactous' Support