Your Electronic Rolodex
It’s never been easier to find your business contacts phone number and email addresses. All your customers, contacts, leads all stored in one place. Organised simply by first name in alphabetical order, just press the letter of the person you’re after.

Never Forget Anything With Notes
In todays fast paced world we spend out lives jotting things down on random pieces of paper then wonder why we forget things. Notes is a simple, 1-click way of noting anything down about a person. They are a great way of keeping record of important phonecalls and emails.

Get Reminded About Things
When you add a note you can choose to be reminded about it. For example: Say I email Tim and ask him if he’s looked over my proposal yet. If he didn’t respond, I’d likely forget and lose the deal because I didn’t chase it. In this case, I’d want to be reminded in about a week. AddBook will do this which means you’ll make more sales.

Get Reminded On The Move
More people than ever are conducting business from their mobiles. AddBook syncs with your smartphone calendar so you get popup alerts and reminders on the move.

Track Your Quotes and Pipeline
In any service business a key component is quoting your leads and customers. It’s often hard to know how much you’ve quoted who and when. AddBook remembers all the details for you.

Helping you close business
AddBook organises your outstanding quotes so it reminds you of your oldest ones. This forces you to do something about them and either close them, or mark it as dead. It will also email you every week with a summary of your outstanding quotes in-case you haven’t logged into AddBook in a while.

Keep Organised and Productive:
We all lose track of what we’re supposed to be doing on occasion. To-Do Lists keep you organised which keeps you and your business more productive and ultimately – more profitable. You can create unlimited To-Do Lists for your own company or any company within AddBook.

Every To-Do List Needs Tasks
This isn’t a complicated project management system with due dates and countdown timers. A task is either done or it’s not. You can assign tasks to different team members which will send them an email. Of course when it’s completed it’ll show up on your news feed as completed.

Find anyone in a single click
In the top right of every page within AddBook there’s a search icon. Clicking that allows you to start typing any person or company’s name and when it’s found who you’re after, it’ll take you straight to their page in a single click.

Advanced Search
AddBook, while it’s great at collecting information delivers it’s real value when you want some information from it. Advanced Search lets you search for groups of people or companies that match a certain criteria. For example: All leads, or all leads with a quote for a certain product or service. People use this to generate lists of people to call or email. This alone will increase your sales.

Producing Email Marketing Lists
Using Advanced Search, you can create lists of people to mass email, allowing you to be more targeted. We all know this produces greater results but it’s almost impossible without a system organising your customer data.

Email Templates
You want your emails to look consistent right? Email Templates let you set up your logo and colour scheme so it matches your company colours.

Create Emails
Using your email template, you can create beautiful looking e-shots in seconds! We’ve already created a well performing e-shot by positioning everything like your logo and footer text in the optimum places. You just need to put your message in. You simply add the sections you want by clicking on them. You can pick from text sections, image sections and big brightly coloured ‘click here’ buttons to draw attention.