SMMware’s Vendor Directory provides a central repository where your entire team can access information about:
- Vendors, who you spend money with
- Businesses that you recommend to your clients (though you don't spend money with them)
- Businesses that refer new clients to you, that you need to keep in touch with
Organizations are the three kinds of business above and Contacts are the people who work at those businesses.
Tasks, Calls, & Notes
You can create Tasks under an Organization, such as a reminder to get their latest certificate of insurance. Or directly under a Contact, such as a reminder to touch base with someone who sends you business.
You can also write Notes directly under these profiles, to form a history of your interactions.
Upload Files
Or perhaps you’d like to some upload files, such as PDFs or photos..
Contacts Referring Business to You
SMMware lets you explicitly tag a Contact as someone who refers business to you and has features to remind you to keep in touch and maintain these vital relationships.