Customers
With “Customers” you can manage all the information you need to keep about customer accounts.
- Keep up to date with your customers and securely access their information in seconds from any internet connection
- Know your customer preferences by following what they buy, how often and how much
- Instantly see if your customer owes you money
- Discover who your best customers are, so that you can provide them with extra special attention
- Make notes about customers for future reference
- Upload any files or documents that relate to the customer to keep all your information together.
- Classify and group customers together.
- Manage tax status, for example for out of state customers.
- Give discounts at customer level.
