Key Customer Details When You Need Them
Assign your own reference numbers to customers - useful if your customers already have a customer reference assigned to them
Apply 'special status' markers to customers to indicate preferred customer or bad payer status so you can see at-a-glance if the enquiries need special handling
Save time by sending emails, letters and SMS* messages to customers at the click of a button direct from the customer profile screen
Keep track of everything with your own customer event and interaction types allowing you to make notes on all aspects of the customer relationship
A Lot More Than Just Name and Number
The more you know about your customers the better you can serve them, and with knowledge of your customers comes additional sales possibilities! Workwise makes it easy to keep all of your customer information in one place.
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