How to build a great contact database
Do you remember exactly what you promised a key customer on May 15, 2019? If you're drawing a blank, don't worry, nobody remembers that off the top of their head. Human memory has its limits, but Raynet never forgets and keeps the complete history of your business relationships securely in one place.
The beating heart of the whole app is the Contact Database. By using the CRM every day, a complete timeline writes itself for every single contact. So next time a client reaches out claiming they "worked something out with your colleague back then", there's no reason to panic. Every email, meeting, quote, task, and quick note is right there at your fingertips.💪
How to bring your customer base into Raynet
Step one is getting all your contacts into one central hub. If you're migrating from Excel or another platform, administrators can find ready-to-use XLSX templates in Settings (under the Data Import section) to bulk upload the whole database in one go.
For day-to-day operations, the quickest way to add a new account is the universal green "+" button. Just start typing the name and pick the matching record from the smart lookup powered by official business registries. Raynet automatically adds the legal business name, registered address, and business ID.
Just testing the waters? That's what Leads are for
Not every contact is ready to buy right away. Whenever you get an unqualified inquiry or pick up a business card at a conference, add it to Raynet as a Lead. ✅
It gives you a dedicated sandbox to test the waters without cluttering up your actual accounts. Once you qualify the contact and spot real sales potential, you can convert it to a standard Account with a single click. That way, your Contact Database stays tidy and free of noise.
Smart filtering instead of tedious reporting
Whether you manage hundreds or thousands of contacts, you will never get lost in your Contact Database. You can sort and filter accounts by revenue, region, or the date of your last meeting. Once your view is set, just save the filter and share it. When your manager asks for a quick status update, you don't need to waste time typing numbers into spreadsheets; just send them the saved filter link and you're done.
How to set up custom filters in the CRM ⬇️
Create your own custom fields and layouts
Every account record gives you the full story of your customer relationship in one clean view. Want to rearrange the sections or track details specific to your industry? You can easily customize it to fit your workflow. Organize the panels so your sales reps have the most critical details right in front of them before every call.
We also took care of the compliance side. With the optional GDPR module, you stay on top of legal bases and remain fully compliant with data privacy regulations.
When it's time to close, you can send contracts and documents directly to clients using our built-in electronic signature tool. No printing, no scanning, and no post office runs.
And that's it: your contacts are organized and your CRM won't miss a single detail.
In the next video, Martin will take over to show you how to create and close Deals in Raynet! 🚀