Customer Relationship Management (CRM)
The CRM is heart of your business.
Know who your customers are and
where they are coming from.
Customer Relationship Management
Customizable Client Information
Easily customize your client’s information.
- Customizable CRM that grows with you. Track information important to you.
- See all your customer interactions and history at-a-glance.
- Stay organized with tagging to create easy ways to filter, find and track your customers.
Why is it important to know who your customers are?
- Promote your business with targeted messaging.
- Manage, grow and cultivate loyal relationships by contacting future and current customers regularly.
- Send specialized and targeted messages to your leads, customers and VIP’s.
Optional Leads Program
Centralize all your prospects and customer data in one location
- See customer details all in one place, including documents, payments, lead source and conversations.
- Communicating with customers and giving a personal touch makes it easy to build and maintain relationships.
Card on File
Save your customer’s credit card information for faster future purchases, safe and secure.
Minimizes frustration for customers by eliminating the need to re-enter their credit card.
Works for partial payments, payment plans or payments made in full.
Customers can secure appointments with payment or pay outstanding invoices easier. *QuickPay option for card on file coming soon.
- Customers receive email confirmations with payment details including which card was charged and stored for future payments.