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Contacts and Accounts

Manage all your customer information from a central location. PerfectMind helps you handle schedules, duplicates, family members, course levels, activities, financial information, and documents for each contact and group account.
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Contacts and Relation Dashboard
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Duplicate Accounts

Over time, there is a chance of accumulating duplicate records. PerfectMind enables staff to painlessly search for duplicate accounts and merge them, resulting in a better organization of records. Additionally, the system automatically checks for duplicates when customers create accounts online.

360 Activity Views

PerfectMind provides complete access to all contact information, memberships, transaction history, communication history, activity history, shared documents, and notes from one convenient location.
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Even More Features

  • Voice Broadcast and text messaging
  • Prompts and Alerts
  • Ranks and Levels
  • Account credit and over dues
  • Rank Promotion
  • Subsidy allocation and approval
  • Role-based page layouts
See all the the features

Did You Know...

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Frequently Asked Questions

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