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 by viewing activations, repairs, emails received, upsell opportunities, invoices, 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.
Stay top of mind with cost-effective targeted marketing through email, direct mail, and telephone initiatives. Follow up is easy with insightful lists.