Attaché - CRM
Customer Relationship Manager
Give sales staff everything they need with CRM embedded with your accounting data. Use dashboards to view key customer history and drill down for instant access to more detail.
Accelerate your sales with built-in CRM
Sell more to new and existing customers with CRM embedded in your accounting.
Give sales staff everything they need in one place. Quickly view all of your customers' key information including sales history, frequency, top products, outstanding quotes, account status, product details, contact history and more.
Close more deals
Sales managers can review opportunities and status by rep, create and assign follow-up tasks and monitor performance in real-time.
Deliver incredible service
Improve your customers' experience by knowing their needs and being able to offer helpful suggestions to keep them coming back.
Collect outstanding amounts and prevent sales to bad or risky debtors by knowing each client's account status and history before you place their order.
Hit the target with your marketing
Target specific email and mail promotions to customers based on their sales history and purchasing patterns. For example, engage customers who haven’t purchased recently, or promote a new model to past purchasers.
Viewing all dealings about each customer helps empower key operators. (click here to view example)
- Key customer details displayed in customisable dashboards
- See all contact details, phone calls, emails sent and received
- View sales history by customer, for example top products purchased
- Send emails, internet faxes and personalised letters
- View detailed customer and staff activity
- Target your marketing using sales data, for example those who purchased a particular product in the last 6 months
- Send HTML email newsletters to maintain regular contact