Customer Manager

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Introduction Customer Manager is a business to business customer relationship management application that allows you to create, manage and maintain your vital information about your customers.

Related Articles Organizations Contacts

Organizations

Organization's are your external customers. Customer Manager provides the ability to create, manage and maintain your customers and their contacts.

• Search, sort and organise your customers.
• Organisation records in Customer Manager provide the following capabilities.

• Activity Stream - Collaborate, Post and Comment on topics relating to the organisation
• Activities - Create and manage activities related to the organisation, such as reviews
• Members - Link internal staff to the organisation and define their roles (Account Manager etc)
• Documents - Search for an link documents held in Document Manager directly to the organisation
• Attachments - Upload and hold attachments against the organisation (contracts etc)
• Service Contracts (BETA) - Define service contracts, including supported items for the organisation

Contacts

• Activity Stream - Collaborate, post and comment on the contact record
• Notes - Add notes, and schedule call backs
• Activities - Manage activities related to each contact

• 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