Customer information is easy to add and keep up to date. keep track of business names, contact names, phone numbers, special comments, purchase histories, appointments and more.
Smart Customer Relationship Management (CRM) adds value to the services that your business provides. This video shows you how easy it is to remember birthdays and anniversaries of your customers' entire family and remind your staff of these important dates.
Searching and Finding Customer Records is a Breeze:
Time is at a premium these days, and nobody likes to wiat to have their consumer information stored. This quick run down of the 15 options available for locating customer records will show you how fast it is to find the information you need.
The best indicator of future performance is past history. This video shows you how to examine your customers' invoices and purchases for trends. Once located, you can identify your customers' tastes with lookup words.