Customers

The whole system revolves round your Customers. As you can see below, there are extensive tools to help you access and manage the customer details quickly and efficiently

Direct access to all customers and tasks associated with them.

Powerful filtering enables you to locate a customer fast.

Clear listing of filtered results.

Notes can be accessed and made extremely efficiently.

Clean and clear customer details layout.

Instant editing of customer details.

Select the customer business type from a comprehensive list.

Take the Quick Tour....

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Customers || Actions || Requirements || Documents || Campaigns