Contact Management Software

Contact Management Software

​​Give Your Team Clear Customer Records with All-in-One Contact Relationship Management Software

Orderry is software for contact management built around a separate profile for each customer. The profile holds contact details, calls, bookings, completed jobs, and payments, with the customer’s work history right there too. That is the point of software contact management: your employees open one record, see what has already happened, and know where to continue.

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    Set a separate discount for each customer

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    Link customer assets to the right profile and open their service history

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    Assign a manager and control which customer profiles each employee can access

Chosen by Businesses That Value Strong Customer Relationships

Capterra
GetApp
Software Advice
G2
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One feature of Orderry stands out above the rest for me. It’s the full history of every scooter and customer. Knowing who worked on each unit, what they did, and when they did it allows me to provide better service, anticipate maintenance needs, and build long-term trust.

Structure Customer Records Using Contact List Management Software

Structure Customer Records Using Contact List Management Software

Top contact management software should keep a growing database easy to work with. Orderry’s customer database software separates people from organizations, so your employees can tell individual contacts and company records apart right away. Each contact type can have its own form, and you can choose which fields it includes. You also decide which columns appear in the main table. So, contact resource management software aligns with how your company manages information.

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Import contacts from Excel and match each column to the right field

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Merge duplicate entries into one record

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Link individual people to the organizations they represent

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Group contacts with tags that match your own categories

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Filter the table by contact type or assigned manager

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Export the contact database to Excel when you need a separate copy

Try Orderry with Your Real Contacts

Import your customer list and see how quickly your employees can find the right record. The full platform is free for 7 days, with no credit card required.

Move Every Inquiry Forward with Sales Contact Management Software

The best sales contact management software should make the next step clear. In Orderry's CRM contact management software, inquiries move through the stages you set for your sales process. The board view shows each request at its current stage. Filters help your employees narrow the list to the work that needs attention. Lead routing software also lets you control which status can come next.

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Each inquiry is assigned to a manager, so one employee is responsible for it

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Follow-up tasks stay linked to the inquiry where they were created

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Incoming and missed calls can automatically create inquiries

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Clients can receive an email or SMS after a selected status change

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Comments and files stay in the inquiry event feed

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An inquiry can be converted into a linked work order or sale

Move Every Inquiry Forward with Sales Contact Management Software
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Before Orderry, our work order management was a complete mess. When a client called asking about their vehicle’s service history, it was a nightmare. We’d dig through papers for hours, sometimes coming up empty-handed. It was frustrating for them and for us.

Automate Routine Notices with Email Contact Management Software

Automate Routine Notices with Email Contact Management Software

Connect Gmail or Outlook and send emails on behalf of the company. Your employees can use saved templates for common messages and edit the text before sending. Each sent email stays in the related customer or work order record. Later, your team can open that record and check exactly what was sent.

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Automatic emails are sent when selected work order statuses change

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Appointment reminders can be scheduled in advance of a visit

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Document templates can include details from the customer or job record

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Employees can change the subject line and message before sending

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Access to a connected mailbox can be limited to specific employees

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Invoices and estimates can be emailed directly from Orderry

See Orderry with Your Own Workflow in Mind

Walk through the platform with our team and see how it can improve the way your business communicates with customers.

Book a Demo
See Orderry with Your Own Workflow in Mind

Open Customer Details Anywhere with Online Contact Management Software

Your employees can sign in from any computer with internet access and open the same customer records. Orderry is cloud contact management software that runs in a browser, so there is no desktop program to download or install. When someone updates a record, the current version is available to the rest of the team. Each employee has a separate login, so your team never has to share one account.

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The Orderry App works on iOS and Android devices

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Customer details and job history remain available to field employees

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Role settings in employee management software control which sections and actions each employee can use

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IP whitelisting can limit sign-ins to approved IP addresses

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Automatic account backups run every two hours

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Multiple locations can share one Orderry system with their own users and workflows

Open Customer Details Anywhere with Online Contact Management Software
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In the end, the simplicity of Orderry’s interface actually paid off because it sped up the implementation process. Program adoption was simpler and actually worked. It worked for us.

Grow at Your Own Pace with Contact Management Software for Small Business

Grow at Your Own Pace with Contact Management Software for Small Business

Small teams do not have weeks to spend setting up a new system. Basic contact management software should be easy to use with your current workflow. Orderry can work as personal contact management software if you handle each client yourself. You can start with contacts and work orders, then use other parts of the platform as they become useful. As your daily work changes and your company grows, you can keep using Orderry’s contact management software and add the features you need.

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Three employee accounts are included in the Startup plan.

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Extra employees and locations can be added to your subscription.

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Tailored onboarding is included in the Business plan.

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The online task manager keeps assignments linked to customers and work orders.

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The employee activity log records account changes and allows you to restore deleted items.

Why Orderry Fits Your Business

The right system should make sense from the start and still work when your business changes. Orderry combines contact management software with a broader set of business tools, so customer records stay close to the work your team does. You can begin with a simple setup and use more tools when they become useful.

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Work the way your business is set up

When you work alone, every contact stays in one place and follow-ups are easier to catch. In a small business, your employees see the same current records. Sales teams can assign each inquiry to a manager and keep the next step clear. Contact relationship management software works better when everyone knows who is responsible.

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Carry customer details through to payment

A customer record can stay connected to the work that follows. Your employees can create a work order and prepare the invoice when the job is finished. With invoicing software, the customer and job details stay tied to the bill. That is the practical value of software for contact management: less information has to be entered again as the work moves forward.

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See what changes in your business

A growing contact list tells only part of the story. Orderry’s business reporting software shows how work order results and revenue change over time. You can compare periods and follow the numbers that matter to your business. This helps you catch a change early and decide what needs attention.

Why Orderry Fits Your Business

Try Orderry free for 7 days

Use Orderry during a real week of work and see how it fits your team. You get full access for 7 days with no credit card required.

Manage Customers and More with Orderry

Customer records are only one part of the day. Orderry also keeps all work related to each customer in one system, so your employees spend less time switching between tools.

Plan Jobs

Plan Jobs

Use job scheduling to add work to the calendar, assign employees, and adjust the plan when the day changes.

Accept Bookings Online

Accept Bookings Online

Let customers choose a service, date, and time through your online booking page. New bookings appear in Orderry for your team to manage.

Connect Your Other Tools

Connect Your Other Tools

Orderry integrations connect the platform with services your business already uses, so fewer details need to be entered by hand.

Send Estimates for Approval

Send Estimates for Approval

Create clear estimates with estimating software and send them to customers before work begins. Once approved, an estimate can be converted into a job.

Check Customer Reviews

Check Customer Reviews

Collect customer ratings after the work is completed and view each review with the related customer and work order details.

Finish Routine Tasks Faster

Finish Routine Tasks Faster

Use built-in AI tools to summarize conversations and prepare text with less manual work.

Frequently Asked Questions About Contact Management Software

Can I import my existing contacts from a spreadsheet or another tool?

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Yes. Orderry’s contact management software lets you move contacts from another system using an Excel file. You place the data into the Orderry template, choose the fields you need, and upload it. Once the file is prepared, the import takes only a few steps.

Does Orderry sync with Outlook and Gmail?

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Orderry connects to Gmail and Outlook for outgoing email. Your employees can send messages from their usual address and use it for automatic notifications. This is a one-way connection, so your existing email setup stays unchanged.

Can my whole team access the same contacts at once?

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Yes. Everyone with the right access sees the same up-to-date contact records. Contact relationship management software keeps your employees working from the same information. You can control who can view, create, edit, delete, import, or export contacts through employee permissions.

Is Orderry simple enough for a small business, not just big sales teams?

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Yes. Software for contact management should fit your current workflow, and Orderry lets you start with a small team and a simple setup. You can use the parts you need now, then add employees or locations as the business grows.

Do I get more than contacts, like invoicing and jobs, in the same place?

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Yes. Orderry also handles work orders and scheduling. You can prepare an estimate before the job, then create an invoice and record the payment when the work is done. Software contact management is more useful when each customer record stays connected to the work behind it.

  1. Orderry
  2. Contact Management Software