Customer Information & Mailing lists

Our Systems Record:

• Customer Contact
• Site Visit Reports
• Action Items assigned to owner responsible
• Quotation listings
• Turnover by Client
• Complaint or other details

Basic Contact details are also maintained

• Address, phone, etc.
• Control Mail Shot and Issue Mail shot cover letter for promotions
• Customer Departmental contacts record
• Reports on Clients by industry sector or by geographical region
• History of project work – contacts and quotations
• Customer Actions pending reports and contact log.
• Accounting details (If linked to invoicing modules)
  • - Default purchasing currency
  • - Manage VAT free clients & record 13B exemption with client details
  • - Billing Address
  • - Payment terms
• Sales and invoicing - option

These are examples of some of what our systems can deliver. To find out more and to discuss your requirement we welcome your enquiry: Enquiry Page