Click here to watch the CRM demonstration video
On this page:
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Adding a Customer
Select
- Contacts
- Customers
- + Add Customers
- Fill in Billing Details and Save
Adding 1 or More Install /Delivery Address’
You can add as many Install / Delivery Addresses as you wish here and it is great for Real estates or Building Companies.
- If you have multiple Install / Delivery Address’ and you want to do a Quote or Order for one of them
- Double click on the Install / Delivery Contact
- Use the Drop Down on the Save button and either start a new Lead or a new Quote
You can select the Install/dispatch address when you are finalizing your order
Default Delivery Address
You are able to sequence your dispatch addresses,When editing the dispatch address under the customer card you will find sequence number as per below.
We recommend that the default address be sequenced with -1 and then the addresses after that be 1,2,3,4 etc.
Customer Card Account Summary
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Other items on the Customers Card
- You can Edit the Billing Details via Edit Details in the Customers Card Box
- View the history of this customer via View History
- You can see the Details Tree via + Show Tree
- You can download all of the addresses to your email contacts via the V card symbols
- Add customer warning message with editable warning colours (See below example)
Setting Credit Limits
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Customer Contact Cards allow you to store detailed information about each customer who has interacted with your business. This feature enables you to build a profile of each customer, track their purchase history, and keep important contact information at your fingertips.
This information can be applied across your profile tools, such as document and email templates, to create a more personalized experience for each customer.
Why Use Customer Contact Cards?
Recording comprehensive customer details can enhance your sales and support efforts. These cards can streamline processes by:
Enabling a quick overview of past and current orders
Helping automate discount applications for eligible customers
Supporting more personalized, relatable communications with customers
What Information Can Be Added?
Here are some examples of details you can store in Customer Contact Cards:
Contact Information: Phone numbers, mobile numbers, and email addresses
Addresses: Billing and installation addresses
Customer Type: Categorise customers based on profile types; this can include Pricing and discount structures
Account details: set up credit limits and days credit, if applicable
Using Customer Information in Templates Most of the details in Customer Contact Cards can be used to personalise document and email templates, making your communication more impactful and relevant.
Need Help? If you’d like a visual guide, click here to watch a demonstration of the CRM. This video covers how to enter and manage customer information effectively.
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