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App Templates

Contact Management

by Caspio

Dashboard displaying key metrics to track lead generation, contact growth and engagement trends.
Built-in centralized database to manage prospect and customer information.
Contact profile page offers a drilldown into contact details, company information and interaction history.
Public-facing "Contact Us" form captures inquiries, with the option to seamlessly embed the form on your own website.

Features

  • Dashboard with summary reports for new contacts created, contacts by source, by contact owner, and more.
  • Ability to view, create, edit and delete contacts.
  • Option to deploy a publicly accessible form for capturing new contacts via a web from.
  • Duplicate contact detection and handling.

About this application

This Contact Management template is a flexible, no-code solution for organizations to securely store, organize and manage contacts such as customers, prospects, members, etc. The app provides an intuitive interface for users to enter, update and manage contacts and schedule follow-ups. New contacts can be added within the app or via the provided "Contact Us" form that can be hosted by Caspio or embedded to your own website. With a scalable database, role-based permissions and unlimited-user pricing, this template is built to scale for any size team. This app, just like any other Caspio-powered app is easily customizable to meet your specific requirements. Automation can be added to eliminate manual tasks and through integration capabilities of Caspio you can make this app work within your entire ecosystem. Get this free Contact Management template and tailor it to your needs or schedule a free consultation with our Professional Services team to develop a custom solution.