Customers & Client Management

Detailed customer and client management are vital to any organization, our products extend your relationship making the project of CRM a simple daily task.

• Software provides detailed customer database in SQL format.
• Create/Manage accounts expeditiously.
• Create/Manage bill to location.
• Set credit terms per Client.
• Payment terms per account.
• Web-based logins for accounts with option On-Line prospecting component.
• Web-based logins for accounts with option On-Line satisfaction survey component.
• Send customer customizable satisfaction survey.
• Maintain an inclusive Order history.
• Make informed decisions about customer service or production based on accessible data.
• Professional quality correspondence that automatically insert desired as well as appropriate contact and event fields; personalize with your logos and branding.
• Amazing CRM tools and dozens of marketing reports to track your progress.
• Customer data which may be used to prospect future business in addition to retention management.
• Customizable customer rules such as discounts and pricing policies.
• Accessible from anywhere with internet access.
• Do mailing labels, mailing letters, or other customizable documents.
• Historical View of financial transactions with the customer.
• Perform data Mining & Business Intelligence.
• Post payments for multiple events for the customer.
• Update the customer's profile & attributes.
• In bSynergy.net you can customize customers such as their priority, tax exemption status, and the ability to order online.

Or, if you would like to download a PDF version of this brochure, please click here.