Contact management in the ingenious software
You know your best customers personally, know how often they order from you and you do not have to look up their phone number to call them.
And yet you also want a clear software in which you can collect and evaluate all data and documents of a contact. You want a quick overview of past and current projects, about correspondence and, of course, about sales – and that over all years of your mutual business relationship.
With ingenious, you choose an easy-to-use software that gives you the convenience of managing your customers and allowing you to quickly and easily gather the collected details for individual statistics.
Details about the customer care
(CRM)
Customer-Relationship-Management
:
- Address and communication data: postal address, contacts, telephone numbers, notes, …
- Additional addresses : different billing address, delivery address, other addresses, each with complete communication data
- Financial data : Bank details for direct debits, assignment of a representative, groupings, deadlines, payment morality indicators
- Special prices : any absolute or percentage special prices on articles or product groups per contact
- Own fields : Individual fields for all details that do not fit into the given fields
configuration of serial printing of the same letter for various customers
writing serial letters to various customers
simply print individual contact lists with all needed details
create and save own print reports with the report designer
simply and fast editing of various contacts at once
group customers in different folders for different marketing activities
simply export the contacts of an ingenious listview to Excel
write and save various letters and notes for one contact / customer
defaulting customers are reminded with a collected reminder
listview of individual contact details
The crm information of one customer can be analysed in various charts
create crm analytics of one or more fiscal years with one click
calculate individual prices for selected customers
additional customer details can be stored as external file attachment
summary of all purchase orders of one individual supplier
summary of all projects of one individual customer
store recurring settings / options of partlists for individual customers
store individual financial details of each contact
all contact and communication data of one customer at a look
store any additional address of one customer
all last activities of one customer are shown in the detailed contacts crm dashboard view
