- The Customers module displays an exhaustive list of your customers to facilitate the sales process.
- Review sum of invoices, tasks performed, and payments collected for current month to keep focused on targets while in the module.
- Search customers by name or any other related information.
- Add new customers into the database with one-click button.
- Import customers from Quickbooks or excel sheets.
- Access and update customer status and contact details.
- Update tax information, notes, attachments such as: call recordings, images, videos and files, tasks, plan room, work orders and signed electronic documents/agreements.
- Schedule a call.
Integrate your appointments on the calendar synced with google calendar
Manage estimates, invoices, and payment history
Remove customers from the database at any time, even in bulk
Set alerts for changes on customer’s order status
Set Reminders and follow ups