CRM

eAccounts has a built in customer relationship management system that allows you to organise your contact database and stay in touch with customers. Store and look up customer correspondence. Build customised monthly newsletters and automatically send them to all customers.

Manage calls and emails with customers

  • Automated client call-list creation.
  • Allows call cycles to be individually specified against each customer.
  • Keep track of when a customer was last contacted.
  • Allows customer notes to be loaded by sales staff about sales prospects.
  • Automatically emails sales staff advising them of the weekly (or daily) call schedules.

Manage loyalty schemes

  • Ability to award points from the order processing system based on: 1. value of goods invoiced 2. invoices receipted on time.
  • Full management and reconciliation of points awarded and used.
  • Points/dollar can be set differently on a customer by customer basis.
Frequently asked questions
Can eAccounts help with my customer relationship management?

eAccounts has a built-in customer relationship management system that allows you to organise your database and stay in contact with customers. Read more

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