Customer & Document Management

Customer management
Our tools allow you to manage your customers, the screen shots below shows what information is captured on the application for each of your customers. Wherever you are you can call up your customers details provided you have access to the internet.

Functionality in the application allows you to click and call the customer, the tool also keeps a record of the call you made with your customer.

You can also send SMS messages to your customers, do you need to check whether a meeting is still on for the next day and you know your contact is unavailable, then this functionality is ideal. It also also keeps a record of the messages sent so anyone in the company can see the interaction that has occurred with the customer to avoid any duplication.

Documentation management

“Business in a box” provides free storage allowing you to store those important documents and giving you access to them from any where in the world provided you have internet access.

You can upload documents and set their permissions to public or private - thereby limiting who can see them.

regards

Sarah

July 26, 2007 | Filed Under BTBizBox Updates 

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