Track your customers like never before. Don’t let anyone fall through cracks, while keeping accountability in your roofing company at the highest level.
Contact management allows you to:
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Track complete customer information: re-roof prospect details, notes and history, appointments, to-do items, documents, and new re-roof opportunities.
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Populate pre-defined fields including name, company, phone, address, web site, e-mail, and automatically insert predefined customer numbers for QuickBooks.
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Access virtually unlimited date and time stamped notes as well as history of your company’s re-roof prospects and customers. View a list of notes and see the entire contents of a note.
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Attach roofing company rep/salesman to each re-roof prospect. Track each sales decision as the prospect is converted from prospect to customer.
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Quickly identify the last communication with a re-roof prospect from the contact tab.
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Access pre-defined templates to save time building e-mails and letters. Easily customize the HTML graphical templates to e-mail customers.
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Access company-wide account data, including re-roof prospect information, customers, and the role that each contact plays in your roofing business relationship.
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Provides a web page on your site where your customers can submit requests for service.
