Customer Management
Manage customers and sales follow-ups more easily.
One record per customer: details, history, documents and notes, so your team serves customers consistently.
Problems it solves
- Customer data is scattered
- Slow replies to customers
- Too few reviews and testimonials
What you get
- Customer data is no longer scattered
- Anyone on the team can pick up the conversation
- Customers don't repeat themselves
- More customers come back
How it works
- 1Share your existing customer list (if any)
- 2Y5DATA sets up the CRM around how you work
- 3New enquiries arrive automatically
- 4Your team updates status and notes
Suited to
Businesses where more than one person serves customers.
Modules in this solution
Required modules are already in the price calculation. Optional ones can be added later.
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