Atrio Last Contact is a utility for Microsoft Dynamics 365 CRM that permits you to automatically track the last interaction with a lead, account, contact or opportunity.  This permits you to easily find neglected customers, ignored opportunities, lack of follow-up with leads and remind you to follow-up with a contact that you may have forgotten about recently.

Features:

  • Records last phone call or appointment
  • Account last contact roll-up from contact and opportunity
  • Automatically update Last Contact date fields on all records based on phone calls, appointments, and service activities
  • Custom views on account, lead, and opportunity:
    • My Neglected records
    • All Neglected records
  • Neglected Customer Dashboard
    • Neglected accounts, leads, and opportunities views
    • Neglected accounts, leads, and opportunities charts by owner

Pricing:

$2 per user/month  

(Discount for Atrio customers)

Atrio Last Contact
Thank you for your interest in Atrio Last Contact.  After entering your information, you will receive an email with download links.  Please feel free to contact us if you have any questions.