Maintain your customer list and ensure the best possible service.
As your company scales, you may find yourself managing a vast and growing list of profiles, preferences, and schedules. Without the right customer/client management software, it can be easy for this list to become overwhelming and neglected.
That’s where our Client Management Technology comes in.
How it works:
Increase and scale customer service.
With our customer management platform, your entire team can access the most up-to-date information, offering the best possible service to your customers.
Edit in real-time.
Edits made to customer profiles instantly update and sync across the platform. All of your permitted team members are able to access the most accurate information at any time.
Manage key customer info all in one place.
add new customers or edit existing profiles
edit addresses, locations, customer preferences
manage terms, tax, and price plans easily