Customers
Everything you know about a customer, on one screen.
Purchases, repairs, devices, notices sent and outstanding balance. No hunting in three places.
CustomersWorkflow
- 01A record with purchases, repairs and devices.The starting point
- 02Several phone numbers and addresses per customer.Related information
- 03Credit accounts with a summary invoice.The work moves forward
- 04Duplicates spotted and merged.Everything stays connected
Conceptual illustration of the workflow
What it helps you do
Features
360° record, device history and credit accounts.
- A record with purchases, repairs and devices.
- Several phone numbers and addresses per customer.
- Credit accounts with a summary invoice.
- Duplicates spotted and merged.
- Preferred language for their emails and documents.
- Personal details encrypted at rest.
Before you start
What you need
Configuration and scope
Check the modules in your plan and configure the permissions, channels and equipment your workflows require.
Continue the journey.
Works better together
Explore the product for your business.
Explore the processes your shop uses in a demonstration.