Contact Manager

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Don't ever forget another appointment!
As an add-in to the basic Caterease program (Express, Standard and Professional versions), you can purchase the powerful Contact Manager. This important tool lets you quickly create reminders that automatically prompt you to perform various actions. You can also instantly make "history notes" – records of conversations with and actions for individual clients or events. You can even have the program automatically create reminders and history notes for you!

Absolutely No Learning Curve!
Caterease reminders behave just like other reminder tools you are already very familiar with – so you have absolutely no learning curve to overcome! Dismiss one or all of your reminders; snooze them for a specific number of minutes. As with every tool Caterease creates, the Contact Manager is intuitive and simple to use!

Contact Management
In addition to letting you easily navigate from a particular reminder to the specific client or event to which it relates, Caterease also offers a collection of flexible reports that allow you track your reminders or history notes by client, sales rep, date range, etc. You can even manage your various reminders in a graphic calendar display – even opting to create personal reminders on the fly for any date and time!

With its user-friendly design and its powerful tracking and reporting tools, the Caterease Contact Manager is the perfect addition to an already powerful program.