Keep every customer’s contact details, addresses, notes, files and full sales history, and send campaigns to the ones who haven’t been back.
Part of the $79/month plan, with unlimited users. 30 days free; a card is required at signup.
Every past sale and warranty is on the customer’s record, so a repeat call starts with the history.
Look up the warranty by receipt number, the customer’s phone, the product or the serial number and see when it ends.
Link the people who buy for a dealership to the account they bill to, approve the account for on-account sales, and send statements.
Name, company, email, two phone numbers, more than one address, tags and VIP status.
Keep gate codes and building access details in the customer’s notes, and attach files and photos.
Every past sale, payment and warranty record for the customer in one place.
Search by full name or phone number. When you add a customer at the register, it checks for an existing record with the same phone or email.
Note a credit application on file, approve the account for on-account sales, link customers who bill to a parent account, and send statements.
Text or email a group such as customers with no purchase in 30 to 60 days, VIPs who haven’t been back, or new customers. You send each campaign yourself.
Search by name or phone, or add them at the register.
The sale, payment and warranty records attach to the customer.
Add gate codes and building access details, files and photos.
Send a text or email campaign to a customer group.
Past sales, warranties and notes are one search away.
The check at the register catches a second record for the same phone or email.
Campaigns reach the customers who have not been back.
$79/month per business, billed monthly, with unlimited users.
The first 30 days are free. A card is required at signup and the first charge is on day 31.