Let’s have a look at some CRM (Customer Relationship Management) features that can help you improve your relationship with your clients.
Show appreciation by sending your clients a Promo Voucher that they can redeem in your store.
Your revenue by customer report tells you how much you made from each customer over a period of time. Building good relationships with quality clients can turn in to a lucrative, reliable, and healthy income stream.
Aim of SI Link Feature: To automatically update the Dealers (Franchisee’s) inventory with Head Office (Franchisor’s) inventory data such as description, price, inventory groups, etc. This also enables the dealer to see the stock levels of Head Office. Purchase orders…
We have a discontinued item feature to help prevent problems with items that are not being manufactured anymore. This will help your sales representatives to see what items are discontinued or end of range stock so that they do not…
Tired of losing your notes that you scribbled on a piece of paper? Try using our quick add conversation feature. Steps on how to use the quick add conversation feature.
Always remember to do backups, backups, and more backups.
Step 1. Open up Smart iT 2.0 Backend You will find the icon on the server computer.
Setup your accounts and account defaults. Step 1. Go to Ledger > Account Setup and add all employees as sub accounts of the main general ledger account, salaries.