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Customer Contact System

Our customer contact system has been specifically designed to handle the needs of small businesses and SMEs, but that does not mean it lacks features:

  • Information is intuitively laid out
  • Records can be filtered by many different criteria
  • Records can be sorted (in ascending  or descending order) by clicking any column heading
  • Audit trail of when records were last edited and by whom is clearly displayed
  • Correspondence records can be created for visits, letters, faxes, e-mails, telephone calls or general notes.
  • Full rich-text editor is available for all types of correspondence record
  • actions can be assigned to a person for all types of record
  • System can automatically send out e-mail reminders for overdue actions
  • Number of different types of graphs of statistical information can be produced at the click of a button
  • Location of customers can automatically be plotted in Google maps, including address details
  • Records can be viewed on mobile phone or tablet devices

If the above does not meet your needs, we can provide a fully tailored system to meet your exact requirements.

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