Main Street Software, Inc.

Contacts & Custom Lists

Contacts & Custom Lists

We agree; your customers need to be treated as more than just clients. They are individuals with unique preferences and keeping track of their personal details make them life-long customers.
Customers
Boulevard can help you manage every aspect of your relationship with your customers: their birthdays and anniversaries, how often they buy a particular product, and even products they’ve tried and added to their wish list.
Customers
Group contacts into custom lists and decide what information you want to see. You can even track preferred customers to export in different file formats, such as csv, pdf, and more.

Decide What You See First

By default, your contact list will display their name, next contact date, preferred contact method, home and mobile phones, and account balance. Add or hide which profile fields are shown in the contact list. Below are just a few, but with over 50 fields to choose from, you can tailor it to fit your needs!
  • When they became your client
  • The best time to contact them
  • Their birth date or month
  • When they purchased from you last
  • The date you last contacted them
  • Whether they are a potential consultant
  • The date you interviewed them
  • Who referred them to you
  • Where they live (city, zip/postal code, etc.)
  • and many more fields to choose from!

Helping You Shine

With a little help from Boulevard, your customers come back because you give them that extra-special service they deserve!

View more features