Database & CRM
Customer Relationship Management
An essential part of an efficient print management system is the control of your customer and supplier CRM data.
Your CRM data will be used in your estimates, jobs and invoices as well as for general reference for your team.
So much time can be wasted searching for basic contact information and delivery addresses. Our CRM module completely overcomes this problem.
CRM is an acronym for Customer Relationship Management. This includes your customer information and contact data such as phone numbers, emails and address information.
As this is an online cloud solution you can access your customer and supplier CRM data at any time using an internet enabled device.
- Store contact and address details of your customers, prospects and suppliers
- Use multiple addresses, contacts, departments and cost centres
- Allocate your staff as sales people for specific customers
- Allocate payment terms and default profit margins to customers
- View customers estimates, jobs, invoices and eStore orders from the database
- Create tasks and follow up calls for customers