Easily manage relationships and interactions of your business with your customers. Get a complete view of each opportunity to maximize your sales and keep an eye on all their transactions.
Your data client is easily accessible online
On each profile you will find contact information, payment history, balance and tabs containing all your activities with your customers. You can always contact him by email, sms or fax. Also use custom fields to leave a note for your team./p>
Generate detailed statements for your clients
Account statements allow you to summarize all transactions with that customer as a date that you can choose yourself. This will help your customers to easily see their total unpaid bills and to have global view of their business with you.
Create a user account for your customers
Create user accounts for your clients allowing them to connect with their own login and have access restricted to their data. They can download their invoices, accept or reject quotes and make payment online.