Sales and Customer Tracking

Sales and Customer Tracking

Dealers can quote, sell and deliver products to customers. Once a product has been ordered for or delivered to a customer the manufacturer has instant access to that customer information.

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Features

Dealers can quote, sell and deliver products to customers, giving the manufacturer instant access to customer information.

Customer Relationship Management

Customer Notes

Customer History

Attachments (pictures, documents & more)

Additional Information

Detailed information can be collected on customers that can be used for CSR. All products that are sold or quoted to a particular customer can be seen from the Customer Editor, along with any Warranty Claims that are associated with the customer and any Surveys the customer may have completed.

Have Questions?

To set up an appointment with us, and to learn more about how we can help your business, simply click the link below to fill out the form.

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