Systems and methods for relationship management
US10127527B1 · kind B1 · utility
Assignee
Inventor
Key dates
| Filing date | Mar 30, 2016 |
| Grant date | Nov 13, 2018 |
| Priority date | — |
| Expiry date | Mar 30, 2036 |
Classification
- Technology area (CPC H)Electricity
- CPC primaryH04L67/535
- WIPO fieldIT methods for management
- WIPO sectorElectrical engineering
Abstract
A relationship management system and method are configured to enable a user to manage a relationship with their contacts from the initial interaction through the life cycle of a transaction or relationship and beyond. For example, a relationship management system may record and sort all communications (for example, phone calls, text messages, and emails) into a contact's profile, empowering a user to easily see the entire relationship at a glance. Moreover, using actionable business intelligence, an exemplary relationship management system may utilize a workflow engine to send notifications, schedule tasks, and allow users to see reports, thus allowing a user to increase productivity and save time. Exemplary relationship management systems are configured for use in the multi-family housing industry.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.