Set up company and customer profiles, view and track company accounts, and link customers to companies — all in one view.
Know your customer in one click. View records on activations, repairs, emails received, invoices upsell opportunities, refunds, and more.
Set up customer-specific preferences including accounts receivable, contract type, and whether they accept checks.
An affinity program gives customers points or serialized coupons for their loyal business and, in return, you provide tiered rewards.
Cost-effective targeted marketing helps your business be a customer’s first choice. Stay in touch and easily follow up using insightful lists.
Reports with a comprehensive analysis of preferences, history, and trends, means you can leverage data to better serve customer's needs.
Our Marketing Partners offer everything your business needs to elevate its offering. Execute on strategies that elevate your offering.
Support turnkey or custom integrations and connect to external CRM systems. It's carrier data into retailer systems for easy selling.