Customer and Client Management

Benefits 

• Relate contracts and orders to invoices – Knowing which contract or order an invoice is related to helps you to renew contracts when required, and correct invoices if an order was changed or could not be filled. 
• Consolidate contact information – Knowing how to contact all your customers and clients helps you to know main points of contact, and switch easily to your secondary contact if the primary is not available. 
• Address and resolve complaints – Tracking the status of complaints helps you to resolve them quickly, and to the satisfaction of all involved. 

Features 

• Track any contracts you have with your customers and clients 
  • contract duration, uploaded document 
• Track contact information of customers and clients 
  • May have multiple contacts for each customer or client 
• Record communications 
  • when, contact method, who, what 
• Track and resolve complaints 
  • what, who, important dates, status, how it was resolved 

Related Functionalities 

• Accounting 
• Generic
• Pricing Orders Invoices