Leads, follow-ups, customer groups, contracts, special prices, map and duplicate merge.
For businesses that want to look after customers beyond the sale itself. It keeps leads, follow-ups, complaints, contracts and special prices together, so staff can see what was promised and what still needs doing. It also helps clean up the customer list by finding duplicates.
Set up your groups on the Customer Group page.
Add a lead and record each contact on the Follow-up page.
Log complaints under Complaints and assign them to a staff member.
Enter agreed prices on the Customer Sell Price page.
Run a scan on Contact Duplicates and merge the matches.
CRM shares customers, products, staff and the books with everything else — no exporting, no typing twice.
Open your account and send your first invoice in 5 minutes.
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