Any contact management application needs at least the following basic functionality:

a)         A facility to store and profile contact information, as well as company details where this is applicable (i.e. in Business-to-Business marketing as opposed to Business-to-Consumer).

b)         A mechanism to co-ordinate and schedule appointments amongst co-workers and external contacts.

c)         A means to plan follow-ups and to-do’s for those contacts, not only for yourself but other team members managing those same contacts.

d)         The ability to record all types of interaction with a contact, namely meetings, phone calls, e-mails, etc.

e)         A facility to link and/or attach documents to these contact records, namely letters, faxes, spreadsheets, maps, photographs, images, etc.