Customer Relationship Management (CRM) features

Searching for customers is easy when you use "Fun Passes" — customer loyalty cards or keytags — or simply by typing a few letters of their last name in the search screen.

The POS software automatically informs you if a customer has a holding sale, an open sales order, an in-store credit, an NSF check payment, an open Accounts Receivable payment due, or an open quote.

Adding new customers is easy! If your state issued ID cards have a magnetic strip, swipe the card through your magnetic strip reader and the customer's information is instantly populated. No more duplicate customers due to misspellings. If your state does not have the magnetic strip, our POS System's built in city and zip information prevents costly mistakes when you print mailing labels.

Easily keep track of all of your customer's information:

• Customer discounts
• Tax exemption status
• Customized product and service information
• Transaction history at the touch of a button
• Print directions to customer's locations for service calls and installations
• Detailed customer notes and history
• E-mail lists enable you to send personalized specials at the touch of a button

Create special "flag" notations for individual customers that automatically show up in bold red text when a sale or sales order is started.

When you add a new customer, recording the referral source will enable you to create referral reports, helping you make important future marketing decisions. Create numerous customer reports to learn about your customers' preferences, who your largest accounts are, and the frequency of business. You can create targeted e-mails or mailings from these marketing reports.

Use accounts receivable credit limits for your customers to control accounts.

Revolving service providers can schedule your customer's preferred service person, their preferred day of the week, frequency, location, type of service, and time of service. Sales Orders and scheduling is created automatically for an unlimited number of customers at the touch of a button.

Create customer profiles for reference in your store, and printing on service call slips. Staff will always have access to important equipment and service information.

Print addresses on mailing labels for a specific group of customers, or for your entire customer list.

Sell gift cards or hand them out as complimentary credits. The barcode number on the back tracks the amount available on the card.

Sales Leads are stored in a separate customer base so they are not included in your customer searches. Search sales leads and convert them to your active customer list when they are ready to purchase. Keep track of important lead information and record of all follow-up calls. You can create targeted mailing lists from each "lead type" you create in the system.

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