Customer Focused CRM
Keep everything in one place
For a detailed view of your appointments and site visit bookings, the customer record shows information about every site visit or sales call, including a timeline of events as they occured.
Every detail of communication can be recorded, shared or simply stored away for a later day. From uploaded images of the site, to documents you may have produced or those sent to you, all of these can be conveniently stored within the customer record.
Customer timeline allows simple table view or media rich content view with social integration. Depending on your busines type, this opton can be toggled from simple to advance at the tick of a box. Media content is available for Field Plus and above.
If your product comes with a warranty, the customer record can be configured to show details of this the instant you open the record. Complete with a 5 point warranty renewal program, you will never miss the opportunity to gain additional revenue from after sales warranty renewal.