CRM

CRM2018-10-05T21:46:15+00:00

Client Relationship Module Features

  • Set special alerts on individual customer records, such as: “Account Past Due,” “VIP,” and other important notifications; Alert messages pop up each time the customer record is opened in a new module

  • Create multiple jobs under each customer record

  • Connect builders and homeowners through related contacts

  • See a quick overview of all of a customer’s history from the Contact Details screen

    • Each customer will have a list of iPoint modules and how many records the customer has in each module
  • Keep track of all of the numerous contacts for each customer, including multiple phone number, email address, fax number, website, and social media contacts

  • Filter and sort customers based on many possible parameters, including customer type, sales rep, specific item purchased, items purchased by a particular manufacturer

  • Sort customers by QuickBooks sync status and quickly sync those records that are not synced

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Want to Learn More?

Watch the following videos to learn more about the client relationship management module in iPoint.