Manage all your relationships and interactions with your customers and potential customers
Fast and easy searching allows users to search for customers, companies, vehicles, bookings, suppliers or leads quickly by using the efficient tabbed view searching. The user can then see more details about any specific result instantly. You are able to record individual client requests, view customer history and highlight leads.
Lead Management mean that any information regarding an enquiry from potential customers can be stored as a lead, providing a record of conversations and any notes. When ready to book, leads can then be converted into either a customer and / or a company and from there, bookings can be made and account finances created.
Opportunities Management allow you to capture and track all enquiries or opportunities for the business, including checking availability and dynamic pricing and produce PDF quote to email to prospective customers.
The combined information on any customer or potential customer can be used for marketing purposes; understand the success and return on investment of marketing and sales campaigns and keep track of referrers of customers, their market segments, their industries and their preferred contact methods.