Groups and User Roles
Cut back on phone calls and email threads with group messaging. Discuss quote details with the operations team or get a status update from accounting on an outstanding invoice. Streamline communication with pre-defined user groups. User roles are an efficient way control access to relevant areas of the system. Set user access levels within the system.
Tasks are an easy and effective way to ensure your teams are staying on track and nothing falls through the cracks. Utilize tasks to manage customer followups, ease the handoff between departments and much more.
Files and Documents
Keep track of important customer documents and contracts in one centralized location. Users with access to the customer record can easily access and download any files without pecking through emails or computer folders. This one feature alone will increase your staff’s overall productivity and support more effective customer service.
Messaging and Activity Tracking
Notes and conversations about a customer should not be buried in emails and spreadsheets. You can easily post notes, start conversations with other employees and view change history for any customer.
Is your business ready to experience the power of tagging? Our software allows you to sort, organize, flag, and pull data based on your own custom tagging preferences. Segment your customer base and target your leads by assigning tags to their profile(s). You can even create marketing lists based on user tags. Target your Super Bowl travelers or create a marketing blast for travelers that fly on your PC12's. Tag relevant accounts or contacts and generate an on-demand list. The possibilities with tagging are endless, but are always geared to enhance your marketing efforts.