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- Personal/Organisation Data
- Multiple shipment addresses for the customer
- Configure and use custom, business specific data linked to the customer record (e.g. TFN, Medicare record, etc.)
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Contacts on your mobile
Instantly register the customer information when got a phone call and upload to PC app;
configure and use more data
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Comprehensive sales data is linked automatically
- List of sales (in progress, due & paid
- Customer's payments list
- Regular membership payments
- Sales per week, month, per year, by month
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Extensive search facility.
- Search or filter customers and contacts records based on multiple criteria including last sale date
- Flexible configuration of the data to be displayed or printed in reports
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All customer information in one place
- Link tasks, notes, and actions to the customer record
- Automatically register customer related events in organizer
- Attach and link to the customer record various multiple documents
- Keep all customer emails attached to the customer record
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- Integrated email tool: create graphical emails with images and send to your customers at a click
Create and use pre-configured email templates
- Email broadcast: let your customers know about sales, specials, promotions
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