You will be empowered to provide consistent response and management for your customers.
- Record information about prospects and existing customers. Specify whether or not to share information with all employees.
- Upload contact information to create your own contact list.
- In addition to the default menu fields, you can create custom fields.
- You can mass upload large amounts of customer information using our Excel Uploader options.
It's easy to manage the history of prospects and existing clients.
- You can create a customer management bulletin board that allows you to freely input consultation notes and status updates.
- You can set the input fields of the bulletin boards according to your company requirements so that the data is easy to analyze.
- Effectively manage sales activities and contract progress status from initial contact to orders and invoices.
- When saving notes, you can attach an accounting or inventory transaction onto a new post or reply.
You can easily distinguish between a potential customer and a customer who has an actual transaction.
- You can easily convert leads into actual customers.
- Accounts converted to clients can be managed in the accounting and inventory modules.