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Software Features |
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Through the use of data centralization and
a one-screen Customer Care viewing area, one can quickly retrieve all customer
invoice histories, payment histories, quotes, sales orders, sales volume activity,
inquiries, services, emails, and conversations that have taken place over
the course of time. |
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Customer Care allows interactive control of
customer information for adding new services/charges to account, creating/voiding
invoices, taking payments, editing customer address information, assigning
tasks, adding notes or conversations that took place, sending emails and more
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Auto-Alert Messages can be setup to appear
each time you retrieve a customer's record |
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Allows multi-tasking of Customer Care which
permits you to set up multiple views so you can easily switch between different
customer information in situations where you must handle multiple service
phone calls
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Eliminates the need for data duplication or
the use of multiple third-party contact management software |
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Easily retrieve the last 25 customers examined
while using the Customer Care system
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Customer Care provides bill presentment capabilities
for easy viewing or re-printing of prior customer statements on-the-fly
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Full Integration with
Intellifile's document
management system which allows for viewing of scanned documents online
(i.e. signed customer contracts, client proof sets, correspondence, etc.) |
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Quickly lookup customers by various searching
methods (Account No., Company Name, Customer Name, Email, Home Phone, Work
Phone, and more) |
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Unique "Sounds Like" name search lookup can
find customers even if spelling is inaccurate. Difficult Last Name spellings
like Pfung, Knowles, Wheaton, Ceaser can actually be found by spelling phonetically
as in Fung, Nolz, Weetun, and Seezer |
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Instant Visual Map can be displayed of customer
address's location for assisting field service related companies (i.e., deliveries,
service calls, personal appointments, etc.) * |
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Instant on-screen customer aging for past due
invoices from 1-30 days late, 31-60 days late, 61-90 days late, and over 90
days late |
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Customizable Statistics allows you to choose
the most important elements you want viewed about your client within the Customer
Care viewing area (e.g. Aging Balance, Social Security, Driver License, Invoice
Terms, Credit Limit, Salesperson, Tax Id, etc.) |
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Instantly identify customers who have email
and send resolutions in a more efficient and expedient manner with our built-in
SMTP email client |
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Easily send a variety of documents (invoice,
quote, sales order, etc.) to customer via email |
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Allows creation of email campaigns, enewsletters,
eproduct alerts, etc. based on customer criteria, pre-generated customer lists,
or from an external email list |
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Allows Customer specific pricing to help personalize
your customers' buying experience |
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Assign tasks for yourself or to other employees
for customer call backs, to do's, appointments, reminders, etc.
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Mailing Labels can be generated for marketing
purposes based on many criteria |
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Unique capability of creating a shared email
account that an entire department can review and respond to (e.g., useful
for certain company emails like sales@mybusiness.com ). |
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Create personalized folders for organizing
and prioritizing your emails |
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Easily forward email or set rules to route
email to another SMTP account when you are not available |
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Quickly respond to email with user-defined
templates and signatures
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