Central view of customer
Central view of customer

- customers place in the top sales list
- fast central viewing of bookings, invoices and revenues
- aggregation over the last three years or any period
- view contact data
- view offers and the responses to offers received from the clients
- centralized view of all emails from a client

Management of the offers
Management of the offers

- tracking customer requests and agent answers
- tracking the offers the customers received and their responses
- distribution of customer requests by agents
- tracking history
- coding offers for reporting
- track the time (number of hours) allocated to a customer

Marketing campaigns
Marketing campaigns

- newsletters, attending the fairs, appearances and publications
- early booking and special offers
- defining any other type of marketing campaign
- tracking customers brought by a campaign
- tracking commission brought by a campaign
- tracking the profitability of a campaign (revenue - expenses)

Client notifications
Client notifications

- notifications for greetings such as 'Happy Birthday'
- notification for late payment
- sending automatic email notification to the client
- defining any type of notification

Emails
Emails

- defining email templates
- automatically send an email when the offer is created
- automatically send an email when the offer changes
- integration with Microsoft Outlook
- saving all emails from clients
- centralization of emails received and sent by client
- tracking emails by activity / offer
- possibility of viewing the emails from / of any agent