Customer Account and Contact Management
Customer database management software is used by companies all over the world to manage customer, supplier, inventory and accounting records, etc. Researchers, administrations and industries can no longer do without it.
Customer account management features
- Dashboard (number of customers by sector, activity, customer type, city and country....)
- Customer indexing
- Add / edit / delete a corporate customer account
- Search for a person within a corporate customer account through contact management
- Search for a corporate customer's contacts or people
- Sort accounts by business sector
- Sort accounts by city and country
- Sort accounts by customer type
- Add/search prospects
- Add/search suppliers
- Add/search partners / manufacturers
- Private customer notes management
- PDF/XLS import/export of customer accounts / contacts
- PDF/XLS import/export of supplier accounts
- PDF/XLS import/export of prospect records
Benefits:
- Cloud or on-premise hosting
- Security
- 99.9% guaranteed availability
- 7 days a week
- Free training
- Free setup
- Support
- Warranty
