Service Industry Customer Relationship Management (CRM)
The Customer Module tracks every aspect of your most valuable asset, your customers. Customer records are accessible throughout the program, increasing the efficiency and productivity of your staff. For a more detailed overview on what exactly CRM is please follow this link: CRM Defined
Customer Module Screenshots:
Features:
Complete customer service history tracking with notes feature
Actions function allows you to move customers and contacts to the next step with ease and without a loss of information
Set follow ups, reminders, and email notifications with activities function
Fully synchronized with customers from QuickBooks
Track and maintain customer maintenance contracts
Automated task notifications and tracking
Complete site information for driving directions, billing, and subcontractor information
Track customer-specific billing information (labor, material, tax rates, etc.), system information (installation, maintenance and warranty contracts), equipment lists, phone lists, and invoice history
Benefits:
Save time and minimize errors by copying site data to the billing section
Access specific service calls and hold a complete service history for any customer
Automate your work flow with defined preset reminders and email notifications
Enable recurring tasks for account maintenance or services for easy task management
Special Features:
Customizable field labels
Use auto text entries for common services
Copy site information to billing tab
Add customers to Contacts Rolodex
Move customers to inactive status
Generate orders and invoices directly from within the Customer Modules
Email statements and past due notices
Use the Message Center and Periodic Maintenance Module for automated task notification and tracking
Set up maintenance contracts and automated recurring billing using the Contracts Module
User-defined or system-generated customer numbers
Preview and print customer data and a variety of reports
Enter customer notes and sales notes for each customer record
