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| The Customer Profile and Contact Management makes it easier for management, marketing, sales and customer service teams to access customer information when dealing with customers. Having customer information-at-your-fingertips ability allows anyone to match customer needs with products plans, offerings, service reminders and more at the click of a mouse. |
- Complete & detailed customer contacts and information database.
- Easy, fast and secure customer information retrieval.
- Database marketing, prospecting, analysis and planning.
- Deploy unique strategies for each customer grouping created.
- Log all customer's activities, emails and correspondences.
- Generate standardised business documents e.g. quotations / invoices.
- Scheduling & calendar reminders for each customer.
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- Customer information
- Contact person for each customer
- Customer organization structure
- Unlimited note / reminder creation for customer
- Document attachment / filling for customer
- Activity Update for customer
- Time cost analysis for customer
- Contact person information
- Unlimited note / reminder creation for contact person
- Document attachment / filling for contact person
- Business card scanning for contact person
- Multiple searching capability for customer
- Multiple searching capability for contact person
- Multiple view of customer profile
- Multiple view of contact person
- Sales analysis
- Customer payment analysis
- Document mail merge
- Document scanning and filling tools
- Email integration
- Internal document filling system
- Employee daily work schedule
- Employee schedule monitoring
- Employee timesheet
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