Customers

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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