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ATRIO LAST CONTACT

A MICROSOFT DYNAMICS ADD-ON PRODUCT

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.


To download a trial of Atrio Last Contact please head over to Microsoft AppSource by clicking here! To purchase Atrio Last Contact please fill out the form below!

PURCHASE HERE

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

After completing the form above, an Atrio team member will contact you to finalize your purchase.

Pricing

$2 per user/month  
(Discount for Atrio customers)


For questions on Atrio Last Contact, please reference the User Guide below, or Contact Us Here!

Product Screenshot