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itrezzo Roles – Sales

Extend CRM

Create new sales opportunities and enhance ongoing account management. The sales department often has employees who need contact data, but do not need the full  CRM history of every account. Licensing a CRM seat for them is not  cost-justified.

At a fraction of the cost of a CRM seat, the itrezzo Unified Contact Manager provides access to contact details for current and prospective accounts.

itrezzo works with data in one or more cloud-based CRM databases, such as SalesForce.com, in full compliance with licensing and subscription agreements and  privileges.


Sales team members benefit from itrezzo Unified Contact Management with:

Rich customer details

  • Prioritize inbound phone calls based on accurate Caller ID fields

World class account management

  • Instant access to contact a customer who is mobile, helps to boost service levels

Simplify mobile CRM

  • NO handheld application is required
  • NO Desktop Application is required
  • Centralized Server administration and monitoring

Contact itrezzo for an affordable approach to keep contact information current and employees reachable with Unified Contact Management.