Revolutionize Your Workflow with

Managing contacts, communicating with customers, and coordinating teamwork can be challenging for any business. Juggling emails, calls, tasks, and notes across different tools often leads to inefficiency, missed opportunities, and fatigue. provides an integrated customer relationship management (CRM) solution that streamlines operations and empowers success.

Why Choose was created with versatility and ease of use in mind. As a cloud based platform, it can be accessed from any device with an internet connection.

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There are no downloads or upgrades to deal with, allowing you to focus on your business instead of software maintenance. Some key benefits include.

  • Intuitive interface: The simple, clutter free interface helps you find what you need quickly without a long learning curve. All the important fields are visible on each contact’s overview page to prevent data from getting lost.
  • Powerful search: Advanced filters and search capabilities allow you to locate any contact or record in seconds, so there is no wasted time digging through lists. You can search by custom fields like company, product inquiries, last activity date and more.
  • Collaboration tools: Build out customized workflows and assign tasks, notes and events to collaborate seamlessly with your team in one centralized place. Track progress and monitor activity in real time.
  • Customizable fields: Over 50 standard fields cover basic contact info like name, email, phone and address. But you also get up to 25 custom fields to track unique details important to your business like region, annual revenue or opportunity stage.
  • Integrations: plays nicely with over 250 popular apps like Gmail, Outlook, Google Calendar, Salesforce, Stripe and more. Automate tasks and sync data in both directions to eliminate manual data entry.
  • Mobile app: Manage contacts and tasks, add new leads, track activities, and view reports on the go with the iOS and Android mobile apps for greater flexibility and productivity. Offline access allows working without an internet connection.

Streamlining contact management with these advantages in mind can unlock significant time savings and operational efficiencies for businesses of all sizes. The following sections will explore how delivers on its promises.

Streamline Your Contact Management

At its core, provides a centralized location to store all of your business’s contact information, communication logs, and relationship data. This consolidates various tools and sources into one clear overview.

Contacts can be assigned customized statuses and categories to represent where they are in the sales or client lifecycle. For example, statuses could include “Lead”, “Contacted”, “Meeting Scheduled”, “Order Placed”, etc. Tracking status changes over time gives insight into what is or isn’t working.

Detailed activity logging keeps a history of all interactions, from emails and calls to social media messages and meeting notes. Simply select the contact and click “add activity” to document the interaction in just minutes. Team members stay up to date by viewing the consolidated activity stream.

A robust filtering system allows querying contacts by any field, such as company, location, person, deal size or more. Complex saved searches save valuable time locating the right individuals.

Customizable email templates streamline correspondence. Common emails like order confirmations or meeting reminders can be pre built with your company’s branding and saved for future use. Simply click send to email contacts from their profile page.

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Contact details from other sources like Excel spreadsheets or Google Sheets can be imported in bulk. Mapping options align the right data with the corresponding fields. This accelerates onboarding large lists of leads, clients or partners into the platform.

centralizing contact records, interactions, and activity tracking presents a clear picture of business relationships. Users save time navigating a sea of scattered notes and files through an intuitive interface optimized for CRM workflows.

Enhance Customer Relationships

Keeping customers happy should be a top priority for any business. supports strong client relationships through enhanced communication and service.

Organization tools like tagging, lists and custom fields allow segmenting contacts according to business units, product interests, spending habits or other criteria. Targeted campaigns can then be scheduled to specific segments to improve relevancy.

A consolidated activity history gives a holistic view of all touchpoints like purchases, support cases, events attended, products discussed, complaints and praise. This knowledge helps users develop deeper relationships through more personalized conversations and offers.

Contact lists, distribution groups and email templates simplify sending informative newsletters to subscribers. Automated drip email sequences can introduce non customers to your products and value over time through persuasive, relevant content.

Reminders and calendar invites scheduled directly from contacts keep important follow ups and future tasks top of mind. Customers get responsive, professional treatment as representatives are well prepared for each interaction.

Notes, calls and emails can also be shared across teams to maintain communication consistency even if different individuals serve customers over time. Transfers feel seamless.

In short, relationship data empowered by translates to enhanced customer experiences, repeat business and referrals through promptly resolving issues, anticipating needs and delivering useful information. Proactive outreach reaps the rewards of loyal, long term customer relationships.

Automate Routine Tasks

Manually performing repetitive contact tasks is a waste of valuable time that efficiently automates through its workflow tools.

For example, a lead is created and assigned the “initial contact” status. An automated email is then scheduled to send one day later with a personalized welcome message.

If they don’t respond within one week, a follow up email is automatically sent. If still no response after two weeks, their status is changed to “cold lead” for later re-engagement.

Administrative records like customer invoices or product renewal reminders can operate on predefined intervals. An automated drip campaign improves open and response rates over set it and forget it blasts.

Time-sensitive alerts flag upcoming tasks like pending orders requiring fulfillment or expiring subscriptions needing renewal. Automation keeps these critical paths on schedule.

Data from integrated applications dynamically updates records. For instance, new support tickets raise a contact’s priority or trigger an assignment. Charts monitor key metrics.

Segmented, recurring email nurture streams deliver topical value to different contact groups over weeks or months. Automation handles the heavy lifting.

Time spent manually executing repetitive actions vanishes. Chart contacts can then focus energy on high level strategy, productive outreach, and serving clients instead of administrative minutiae. Overall productivity soars through smart automation.

Integrate With Your Favorite Tools

While provides robust contact management on its own, the ability to integrate other apps makes it even more versatile. Over 250 pre-built connections are available.

For example, Gmail allows syncing emails and contacts in both directions. Invoices can be paid directly through Stripe. Calendar appointments and tasks auto populate from Google and Microsoft products for natural workflows.

Project management tools like Asana and Jira keep work organized alongside customer records. CRM data flows into accounting systems like QuickBooks for total financial visibility.

Helpdesk software including Zendesk and Freshdesk surfaces new support tickets as contact activities. Resolution details then update back to the CRM.

Social profiles from LinkedIn and Twitter enrich client profiles with company news and employee changes. Campaign performance appears within from Facebook Ads and Google Ads.

With REST APIs, custom integrations can be developed for any line-of-business application. Developers benefit from extensive documentation.

Overall, seamless syncing eliminates duplicate data entry across the stack. Users enjoy a holistic single view of business metrics and relationships regardless of individual application functionality. Workflows remain fluid, and productivity blossoms through tight integration

Secure and Reliable Data Management

Ensuring customer data privacy and security is an important priority, especially for businesses in regulated industries. was designed and developed with robust protection measures.

The platform providers maintain SSAE 16, SOC 2 Type 2, ISO 27001 and other rigorous third party certifications. Infrastructure is housed in SOC 2 compliant data centers and regularly penetration tested by independent auditors.

Administrators can enforce granular access controls to restrict viewing, editing or deleting of sensitive record fields. For example, sales teams might have read-only access to payment information.

Multi factor authentication strengthens login verification beyond passwords alone. Optional dedicated tenant deployments completely isolate data for ultimate privacy.

Contact information synced from other applications like Gmail undergoes thorough verification before importing. Only authorized senders may synchronize data to ensure protection.

Regular automated backups prevent data loss from unforeseen disasters or human errors. Version history tracks all changes for compliance with GDPR, CCPA and other privacy regulations.

Customizable security workflows can apply varying levels of protection based on record attributes. For instance, high-value leads might require manager approval before critical field edits.

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In short, enterprise grade platform infrastructure and application controls give customers the data confidence required to securely grow their businesses over the long run. Compliance concerns become an afterthought.

Scalable Solution For Growing Businesses

Scalable Solution For Growing Businesses

As customer bases and team sizes increase, maintains excellent performance through horizontal scalability. Its cloud-based architecture ensures the platform grows alongside organizations.

Server infrastructure automatically scales to accommodate higher user loads and data volumes. Additional computing, storage and caching resources seamlessly come online as needs dictate.

Customizable data retention policies prevent unnecessary resource usage. For instance, older records not required by law can be archived for reduced cost.

Unlimited user licensing supports adding employees as companies expand. Seat based plus portfolio based tiers accommodate varying department and location counts cost effectively.

Teams break large contact loads into logical segments through customizable views, boards and alternative layouts. More individuals can rapidly find the specific information relevant to them.

Developers enjoy ample dedicated APIs, webhooks and Zapier/IFTTT connectivity to integrate additional internal or partner systems with minimal cost. Processes stay aligned as the tech stack evolves.

World class support teams help at every step. Success managers provide strategic guidance, customized training and implementation best practices tailored to each organization’s goals and industry.

In a nutshell, ChartContacts.Shop eliminates the resource constraints slowing down on premise perpetual software. Its pay as you grow model gives growing businesses room to scale up operations without interruptions or expensive overhauls.

Advanced Reporting and Analytics

Actionable insights are critical to business optimization. ChartContacts.Shop delivers comprehensive reporting and analytics capabilities to track key metrics over time.

Dashboards showcase high level performance summaries through interactive charts and graphs. Customizable widgets monitor critical lead sources, close rates, win/loss trends and more.

Advanced filter criteria slice data into meaningful views. Compare stats between geographic regions, specific products, assigned reps, seasonality patterns or other dimensions.

Export reports in standard formats (PDF, CSV, Excel) for integrations with accounting or online portals. Customizable layouts meet compliance standards.

Smart segments save complex multi-field searches for recalling specific contact groups. Track these subsets through custom KPIs to quantify marketing and sales tests.

Activity history filters surface timely communications with high value opportunities. Prioritize personalized follow ups likely to advance deals.

In line charting displays trends for individual records. Check leads growing warmer through longer conversations, more web visits or larger average order values over time.

Multi-channel attribution identifies successful campaigns. Improve strategies by A/B testing headlines, offers or media placements. Adjust low performers.

In essence, data driven insights empower smart decisions that move business goals forward. ChartContacts.Shop democratizes powerful analytics for all functions.

Training and Support

Transitioning processes to a new system requires proper onboarding. ChartContacts.Shop delivers comprehensive training and support to ensure smooth adoption.

An in platform interactive tutorial guides new users through basic navigation, interface elements and functionality. Contextual help buttons explain fields.

Self-paced online courses cover advanced configurations, automation, customization best practices and more. Earn official certifications.

Live and pre recorded webinars offer group learning environments to troubleshoot common implementation questions together.

Dedicated implementation managers assist with data migration planning, workflow design and integration selection based on unique business needs discovered through discovery calls.

An active user community on forums and social channels welcomes peer collaboration. Staff actively monitor discussion boards to supplement formal support.

Global Customer Success teams provide ongoing mentorship, best practice documentation and health checks ensuring full value realization over the long term.

24/7 technical support handles immediate issues via chat, email and phone. Prioritized assistance based on subscription level.

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Training empowerment guarantees organizations maximize the full capabilities of their investment through all stages. From initial setup to process refinement as the solution matures alongside business evolution.

Customer Success Stories

Hearing directly from satisfied users provides social proof of’s effectiveness. Here are a few examples.

Acme Construction increased quarterly revenue 18% after streamlining field communication. Using the mobile app, supervisors approve timesheets, track equipment between job sites, and log client notes in real time. Project visibility is maximized.

Anthropic AI doubled sales qualification rates within 6 months of implementation. The AI safety startup utilized customizable screening questions, advanced search, and segmented email campaigns to engage 12,000 monthly site visitors.

Wellness Warriors saw customer retention rise 20% after launching a loyalty program. By tagging customers according to purchase history and integrating weekly automated emails, the SaaS business improved new order frequency among existing clients.

WebDev Studio reduced time spent on administrative tasks by 75%. Streamlined invoicing, streamlined contacts data entry through APIs, and automated workflows freed five extra hours each week for client projects.

Contoso Consulting increased annual revenue 15% in their first year with Using integrated project and accounting tools, customized pipelines and opportunity stages, and branded client portal, services became easier to package and scale.

Anthropic reduced time to first meeting with prospects by two weeks on average. By centralizing all early stage conversations, qualifying calls could be made within 48 hours versus multiple handoffs between departments previously.

Businesses realized ROI within months by eliminating data silos, automating manual work, and empowering visibility that accelerated key metrics. powers success for companies across industries worldwide.

Pricing Plans understands no two businesses are alike. That’s why flexible pricing tiers accommodate various team sizes and budgets. All include the same core feature set.

  • Essentials, $6/user/month: Best for solopreneurs, freelancers and 1-5 user companies. Includes all core CRM features.
  • Professional, $9/user/month: Recommended for 5-15 users. Adds advanced sales pipeline views, 500 custom reports and deeper integrations.
  • Business, $12/user/month: For 15-35 users. Additional features include unlimited custom reports, dedicated support and SSL encryption.
  • Enterprise, Custom Pricing: Fully customized solution for enterprises with specialized requirements. Dedicated success manager and API access provided.

All plans bill monthly and are complemented by complimentary setup and training services valued at $500. Volume discounts for companies with 100+ seat needs.

An unlimited 14-day free trial allows exploring the full capabilities before committing. No credit card required upfront.

For ultimate flexibility, also provides annual, two-year or three year term licenses discounted up to 25% off monthly rates. Upfront payment saves 30-40% versus month to month.

Their goal is ensuring the price remains enticing and scales in lockstep as organizations grow. Additional users can be added or removed at any time with no contracts.

A worthy investment for any size operation focused on optimizing relationship management and workflow efficiency over the long run.

Get Started With ChartContactsShop Today

Effectively managing contacts, tracking communications, and streamlining workflows is crucial for businesses of all types and sizes.

ChartContactsShop provides a comprehensive CRM solution designed to revolutionize processes through powerful automation and actionable insights.

The scalable, integrated platform promotes collaboration, deepens customer relationships, and frees time by handling repetitive tasks. Customizable configurations and built in flexibility suit organizations across industries as they expand.

Hassle free subscription licensing allows starting small and scaling access affordably. A generous free trial period demonstrates the system’s ease and value without risk.

By consolidating vital information into a centralized hub optimized for collaboration and transparency, ChartContactsShop enables teams to work smarter through real time visibility and prompts that move opportunities forward.

Insights from robust reporting fuel data driven optimizations of outreach, campaigns and service. Propelling business metrics upward over the long term. Automated workflows free team capacity for high level strategy and customer interactions.

Thorough onboarding support sets companies up for success from initial concept development through long term mastery. Ongoing mentoring empowers continually refining processes as needs evolve.

For all these reasons, thousands of forward thinking businesses rely on ChartContactsShop to revolutionize workflows, deepen insight and accelerate growth. Take the next step towards maximizing relationships and streamlining key processes by starting a free trial today.


ChartContactsShop provides a comprehensive solution for revolutionizing contact management, streamlining workflows and enhancing customer relationships. Its intuitive interface, powerful automation capabilities and robust analytics empower businesses of all sizes to scale efficiently.

By centralizing important data and facilitating seamless collaboration, ChartContactsShop allows teams to focus on driving results rather than administrative minutiae.

Through optimized outreach, personalized service and actionable insights, organizations of all industries can significantly accelerate growth and maximize the value of customer relationships.

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