Module: Customers
In your unique environment, you manage essential data such as name, contact details and demographics, among others. Insight into purchase history and feedback enable you to personalise your interactions, build strong relationships and increase customer satisfaction and loyalty.
- Billing
- Quickly creating a quotation, proforma, invoice or credit invoice with your customer's known details is possible from your customer database.
- Payments
- Managing related payments from your customer combined with invoicing makes it quick and easy to keep track.
- Gathering leads
- By clearly managing your customers by lead type ‘cold’, ‘warm’ and ‘hot’, you know how best to approach your customer.
- Custom fields
- Are the standard collected data not enough? No problem! You can expand your customer profile with customised fields. This way, you have the data at your disposal that is most important to you.
