Customers-Members

Take control of your Customers

• Unified view of all your Customer information
• Define your Customer database information
• Internal and external Customer database forms
• Add and assign Customers to Agent
• Setup multiple Customer products with custom pricing
• Setup multiple Customer payment methods
• View complete billing transaction history
• Extensive search capabilities to find Customers quickly
• Add, edit and view Customer notes
• Send custom and personalized emails with attachments
• Track Customer calls and interactions
• Upload and categorize Customer documents
• Automated database update tracking for each Customer
• Track key products dates: active, next billing, hold, inactive