Customer management software

The customer registration module facilitates the registration of all important information about company customers. The main recorded data are preset, other data to be recorded are added by the users themselves. The module is connected with the labour reports module for easier reporting of the activity worked by individual customers.

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What you can use customer records for

  • Thanks to customer records, companies have easy access to all relevant information about their clients.
  • The basic data that will be recorded are preset (e.g. name, address, telephone, e-mail), other data can be added by users according to their own needs (dates, other identification data, etc.).
  • If the user enters items into the register that need to be monitored for expiry, the system will automatically notify the user in advance of the approaching expiry date.
  • The records are linked to the timesheet module - thanks to this it is possible to record the work done directly to the customer and, if necessary, have it displayed in the timesheet.
  • Within the module, you can search using the quick search function or the Filter function, which allows you to search according to various criteria - for example, whether it is an active or inactive customer, or the location of the company.
  • The module allows you to set different access rights for different types of users - from the ability to simply read in the records to the ability to read, add notes, edit and delete in the records.

Electronic customer records are quickly becoming an invaluable tool for businesses of all sizes. The software helps companies store, manage and access customer data, resulting in improved customer service and faster response times. Here are just a few of the advantages that come with electronic customer records in The first advantage is increased accuracy. By storing data electronically, it becomes much simpler to update and track customer information. This can help ensure customers are always kept up-to-date on their accounts, reducing customer churn due to outdated records. Another key advantage of is its intuitive design. With its user-friendly interface, users can easily add new customers and view their details within minutes. Additionally, allows users to access customer information anytime and anywhere, enabling them to source vital customer information on the go. A big benefit of using is the ability to run comprehensive customer reports. This makes it easier to identify any patterns or insights that can help inform future marketing activities. Reports can also be used to segment customers based on their historical purchases, demographics, or geographical locations, ensuring businesses are targeting the correct audience. Finally, by using the software, businesses can easily and securely store customer data. This will not only protect customers’ personal data but also help comply with GDPR and other privacy laws. From improved accuracy to secure storage, electronic customer records in are an indispensable asset to businesses of all sizes. With its ease of use and comprehensive reporting tools, it can help businesses stay organized and make informed decisions.