Contacts & Smart Lists

Your Contacts and Relationship History, At A Glance

Contacts & Smart Lists

Online Cloud Accounting Helps You Make Informed Decisions and Drive More Business

View your customer’s transaction history including invoices and bills, most purchased products or services, and drive sales based on purchase history.

Better Understand Your Customers by Integrating Your Email

You can see a complete history of your Gmail or Office 365 email conversations and attachments against each contact.

Take The Work Out of Adding New Contacts

Reduce data entry and eradicate typos when you’re adding new contacts. Enter the business name and Clickentry’s online accounting software will auto-fill their business details.

Turn Data into Action Quickly with Smart Lists

Extract lists of contacts based on their buying behaviour, invoice amounts, and even location, to create targeted marketing campaigns.

Adding New Contacts

Clickentry’s smartlists let us know what our customers bought in the past so we can create marketing campaigns to drive sales

— Jess Pratt, Slater Warehousing