Organize Your Contacts the Way Your Business Actually Works

Relationships are rarely defined by one category.

A single contact may belong to a networking organization, serve a particular community, work within a specific industry, and have been introduced through a trusted referral partner.

StageCRM gives you the flexibility to organize contacts using the information that matters most to your organization.

Contacts may be classified by:

• Business groups
• Networking organizations
• Communities
• Industries
• Professions
• Companies
• Referral sources
• Categories
• Tags
• Cities and zip codes
• Custom fields
• Relationship Stages

For example, you may want to view all architects within Coral Gables, all attorneys you met through a particular business group, or all referral partners who have not been contacted recently.

StageCRM makes that level of organization possible without forcing your business into a rigid, one-size-fits-all structure.

Built Around Your Organization

Custom fields and classifications can be adapted to your specific business model. Whether you manage clients, prospects, members, vendors, volunteers, event attendees, referral partners, or community leaders, StageCRM can be organized around the way your organization operates.

The result is a contact database that becomes more valuable as it grows.