Customers & CRM
Managing the customer relationship is crucial for all businesses. No matter what sector you operate in; unless your customers are happy, you won't succeed.
| Process Area | Features |
|---|---|
| Marketing | CSV Customer exports |
| Marketing groups | |
| Dynamic Marketing lists | |
| Task Management - Daily task list - Assign tasks |
|
| Email Marketing Integration - Broadcasting - Analysis - Reporting |
|
| Customers | Can have multiple address |
| Can be linked to other customers | |
| Can have multiple contacts (with unique info & preferences) | |
| Detailed analysis with 6 system defaults and 6 user defined preferences | |
| Can have their own pricing structure & discount structure | |
| Customers & contacts can have defined marketing preferences | |
| Full customer interaction - Communication audit trail - Company & Contact Notes - Task Management |
|
| Pricing | Customer Contract Special Pricing |
| Customer Contract Pricing | |
| Price List Special Pricing | |
| Price Lists | |
| Default product price | |
| Customer Invoice Discounting | |
| Suggested Product Pricing | |
| Margin Visibillity | |
| Marketing Accruals | |
| VAT & Duty only invoicing |