If you really want to understand your customers and what they need, you need to know your relationship history.
With our CRM it takes just seconds to find out everything there is to know about any of your customers.
From the record of your first meeting to the first e-mail they sent thanking you for doing a great job.
Keep on top of the game with our easy-to-use contact management system… because in business it’s the details that count!
View the key information about your contact, all on one screen. Sales volumes, how many days since the last activity or how much value your contact has brought to your business so far.
Like automatic address info or route planning.
Display all activities linked with a customer – those you’ve done already and those you’re still planning. From meetings to e-mails. Use filters to search for specific data.
Is there something the whole team should know about a customer? Post it up for discussion. You can attach any file you like to the message.
When we say “everything there is to know” about your customer, we really do mean everything. We’ve designed the customer account card to make it easy to find everything you want – quickly and easily. You’ll know more about your customers than they do!
Add your own tags to
Use pre-defined filters (or)
create your very own
Takes less than 60 seconds - No commitment - No payment information required