Customers
- Maintain all your Customer information in one place.
- Import your Customer data from 3rd party systems.
- Centralised individual Customer dashboard enabling all functions from the same screen.
- Automatic email reminders sent to your Customers with payment/thankyou messages.
- Upload secure public and private documents.
- Customise each email template you send to your Customers.
Features
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Branding the site for your business
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Managing the Security of your information
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Maintaining your Customer information
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Creating Quotations for your products and services
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Time Tracking for your invoicing
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Price Lists for your products and services
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Invoice your customers for products and services
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Accept Payments from your customers
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Credit Control functions to address non payments
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Reporting suite
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Your Customer's Experience
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Business to Business Integration services