Know the customer
Bring contact details, requirements and conversation notes into a customer record.
Cloud / Online
Customer Management System
Keep customer information, enquiries and follow-ups in one place for your team.
Who it’s for
Sales teams, service businesses and companies managing ongoing customer relationships.
How it fits together
Your everyday workflow.
Use your own examples in a demonstration to agree the features and setup your team needs.
Follow the opportunity
Review new enquiries, assign the next action and track the follow-up stage.
Keep the team informed
Walk through customer history and the reports your team needs to plan its next steps.
Cloud / Online
Setup & support.
Access the software through a browser with an internet connection. We’ll agree hosting, access roles, backups and support around your locations and users.
Prepare for your demo.
Bring a typical enquiry, your follow-up stages and the roles involved in managing a customer.
Pricing for your scope.
Request a quote covering the selected features, setup, training and support. Any hosting, hardware or integration costs should be itemised in your proposal.
Discuss setup & pricing