Sell more to new and existing customers with CRM embedded in your accounting.
Give sales staff everything they need in one place. Quickly view all of your customers' key information including sales history, frequency, top products, outstanding quotes, account status, product details, contact history and more.
Sales managers can review opportunities and status by rep, create and assign follow-up tasks and monitor performance in real-time.
Improve your customers' experience by knowing their needs and being able to offer helpful suggestions to keep them coming back.
Collect outstanding amounts and prevent sales to bad or risky debtors by knowing each client's account status and history before you place their order.
Target specific email and mail promotions to customers based on their sales history and purchasing patterns. For example, engage customers who haven’t purchased recently, or promote a new model to past purchasers.
» Viewing all dealings about each customer helps empower key operators. (click image to enlarge)
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