THE CUSTOMER RELATIONSHIP MANAGER

Customer centric CRM, business administration, communications and accounting control

Features

  • Job card system integrated to motor car and client database
  • Body repair quotes integrated to Insurance Company profiles
  • Staff to job assignment with priority settings
  • Job progress tracking with fast SMS feedback to client
  • Stock item expensing to job card with stock control
  • Direct invoicing from job card or touch screen points of sale

Business management features

  • Debtors control (AR) (see BACKoffice accounting)
  • Services and Charges (non stock item) billing (see BACKoffice accounting)
  • Transaction management (see BACKoffice accounting)
  • Cash control (see BACKoffice accounting)
  • Document filing and management system (see DOCmanager)
  • Facsimile transmission and receipting (see FAXmanager)

Seamless Integration to:

  • PHONEmanager telephone call and billing management
  • INNsync data synchroniser linking offices across geographic boundaries
  • CIMSOweb on-line customer profile management and activity scheduling
  • INVENTORYmanager products services and recipe stock control with procurement
  • BACKoffice creditors (AP), General Ledger (GL) and Cash Books (CB)