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CUSTOMER ACCOUNT MANAGEMENT
 
Customer Account Management Module

The Customer  Management System utilizes the core components of the Full Spectrum CRM system which includes the robust features of client details, accounting details,  invoicing, statement and notes.  With tools to edit, write invoices, view previous invoices, review payments:

Manage all your customer accounts from one central location. Track all your customers and their contact details.
All customer details such as name, address, telephone and contact information.
On-line accounting – with controls to determine whom you wish to allow to view this information.
Client Contact Information - Available for designated staff to view or edit.
Customer Notes - Information unique to that company stored in one central location.
Ticket System – Integrates with the customer section so that all support tickets can be passed to customer files.
Provides Data to Field offices or Field Sales staff thru password protected door ways.
The system permits for different level of access to protect data and information
A business solution that will make any company more efficient
 


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