Customer Manager

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Introduction

Customer Manager is an application that allows you to create and maintain your vital information about your customers.

Its a B2B Customer Management Application.

Features

  • Customers (Organisations)
  • See all the customers I manage
  • See the split of my customers across industry sectors graphically
  • Associate co-workers with customers
  • Manage contacts for customers
  • Manage activities for customers
  • See current requests for customer (if you also have Service Manager)
  • Attach files (documents etc.) to a customer organisation
  • Record notes against organisations
  • Have chronological view of updates for an organisation
  • Schedule calls with contacts
  • Send emails to contacts
  • Record notes against contacts
Personal tools
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Variants
Views
Actions
Navigation
Tools