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

Are You Ready to Experience iPoint for Yourself?

Schedule a Personalized Demo Today!

It only takes a minute to fill out the form and we’ll be in touch before you can say “Blueberry Pie.”

Your Name

Company Name

Company Website

Your Email

Your Phone

How did you hear about us?
RepReferralWeb SearchEmailAdvertisement

How many people are in your company?

Please confirm you aren't a robot trying to take over the world:

Want to Learn More?

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