SMMware’s Vendor Directory provides a central repository where your entire team can access information about:
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.
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.