Customer Management
  • 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