CONTACT LOGS
Keep track of all events and logs happened with each one of your contacts.
Screenshots
Single View
Manage your daily tasks and perform better with all in one spot hub for contacts management.
Contact Search
Easily find your contacts by name, address, email address, phone number and Contact ID.
Payments Viewer
From the convience of your dashboard, you can view payments received and approved from all sources, like Manual Payment, Web Pay and Automated Payments.
Payments Declined
View and Contact the declined scheduled payments from your dashboard too.
My Tasks
Get Organized, You can see your daily tasks so you never miss anything, sometimes it is hard to remember everything.
Manage Others Tasks
If you are a supervisor or in position to ensure tasks are done, you can see everyone's tasks and their status or actions performed.
SMS Inbox
Yes, Voiie CMS has 2 way SMS and you can view all incoming SMS in your SMS inbox, no need to use personal cell phone to contact customers or doners.
Emails Viewer
Track all sent Emails from Voiie CMS and instantly without leaving the page, you can view the email.
Email View Window
Keep a copy of all sent emails for your reference.
Appointments Viewer
View your calender, stay on top of your appointments.
Add Contacts
Simple add form to your contats.
Contacts Logs
Log everything and every interaction you have with any of your contacts, doners or custoemrs.
Contact Tasks
View and Add Tasks for your contacts within the Contact Profit.
Contact Appointments
Schedule a new appointment from the Contact Profile Viewer.
SEmails History
View all sent emails to your contact from the Contact Viewer.
SMS Messages
View Sent and Received SMS Messages to your contact, Schedule or send New Messages.
Process Card Payment
Process Credit and Debit Cards payments within the contact profile.
Schedule Payments/Donations Plans
If one of your customers/doners would like to make daily, monthly, weekly or annual payments or donations, You can Schedule it, very flexible scheduler.
Saved Credit Cards
You can safely store your contacts payment methods and use it to process at later date.
Bank Account Payments (ACH)
ACH is a low cost payment processing, we provide it!, saving you tons on Credit Cards Fees.
Schedule Bank Drafts
You can schedule payments or donations using ACH.
Store ACH for future use
Securely store your contacts payment bank accounts for future use or payment scheduling.
Contact Payment History
View Contact's Payment history.
Declined Payments History
View your contact's declined payments details.
Documents Management
Manage your contact's documents, scan it and just add it to your contact profile and it will always be there for you. Unlimited Documents with Voiie CMS
Update Information
Easily update any typos or information about your contacts.
Administration
Easy Navigation to manage all aspects of your account at Voiie CMS.