Contact Management

Contact Management

Complete solution for customer, prospect and supplier management.

  • Outlook Integration (Email and Calendar)
  • Full customer overview, including full trading history, financials and statements
  • Manage and report on your sales pipeline in real-time.
  • Log calls, record meeting notes and schedule follow-up calls and future appointments with reminder alerts
  • Generate on screen campaign lists based on a series of criteria i.e. location, salesman, business type etc.


Explore Merlin Modules

Contact Management (CRM)

Alongside everything you would expect of a comprehensive CRM, saving unlimited contacts against company records with detailed information of both the contact and the company; Merlin gives you the ability to drill down to detail in other areas of the system directly from a customer or contact record – with a dynamic menu giving you the options your likely to need next, given the information you have on screen.

Sales pipeline

Manage and report on your sales pipeline in real-time. Allow your sales representative to log potential orders against contacts within Call Management and indicate an estimated close date, order value, potential margin and the stage the sale is currently at; giving you full visibility of what orders are likely to come in and when.

Campaign Management

Create customised lists of prospects, customers or suppliers based on a series of criteria i.e. location, contact or historical sales/purchase data and assign it to one or multiple operators, which can be used for Telemarketing and Mailing campaigns. Campaign lists can also be exported to be used with 3rd party packages i.e. bulk email software such as MailChimp and eMarketing Manager for example.

Outlook Integration

Save incoming and outgoing emails in Outlook (2007 and 2010) directly to a contacts notes within Merlin by automatically matching by email address and sync all appointments within Merlin to your Outlook calendar.

Automatically associated with customer accounts by barcode when scanned, these can then be emailed or faxed directly to your customers from within.

Call Management

Schedule appointments with a client and have this automatically populate your operators diary, allowing them to quickly see all appointments scheduled either for the next month, week, a day or a given date range.

Call Management is ideal for Salesmen visiting customers, Telesales operators scheduling and following up calls and even for your accounts team chasing account payments and your Purchasing team chasing deliveries.

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Customer testimonials:

John Taylor Fasteners
How has Merlin helped your business grow?
Merlin has allowed us to better define our activity in a number of market places. When we were purely servicing the fasteners it was a very narrow and bespoke field, we had to learn as we go with that diversification, and the quality of information we have been able to extract from Merlin has allowed us to act upon and grow into new places.
What are your favourite Merlin features?
The elements of Merlin we have particularly appreciated as a business are it’s a very simple package to pick up. It’s a very intuitive learning curve for new staff joining the business. Being a small family company and not having a dedicated IT department, or training HR department it’s a very important asset in terms of cost and how easily it integrates new staff into the business.
Equally there are other benefits within its functionality that we found very much a time saver. There is an import facility that allows us to bring pricing in from our suppliers in the form of csv or excel documents, which allows us to update and constantly stay on top of prices changes, which was a very manually intensive process prior to introducing Merlin.
Mark GosneyCommercial Manager, John Taylor Fasteners