Centralized Customer Accounts:
- Manage customer settings & preferences
- Manage customer address
- Manage customer phone numbers
- Document customer notes
- Manage credit limits & AR balances
- Provide customer pop-up alerts to CSR's
- Track & manage User Defined Fields (UDFs)
- Maintain gift recipient lists
- Manage communication preferences
- Email customers directly from their customer account
- Manage customer specific discounts and/or charges
- Track customer source
- Assign customers to specific customer classes
Order History Summary:
- Summary of orders for the name w/ access to see the full list of orders & products the customer has purchased
- Order statistics - including the number of orders, total ticket price of the orders, as well as the average & highest ticket price
- Return & refund information
- List of all products purchased
Customizable CRM:
- Customize the customer screens to suit your business needs
- Built-in alerts & tracking for changes to customer data
- Supports business-to-business (B2B) & consumer sales
- Apply special pricing & promotions on a customer-by-customer basis
- Restrict customers on an as-needed basis
- Set default and/or required shippers & methods
- Assign specific salesperson(s) to customer(s)
- Allow for the easy copy of existing orders
- Easy access to order status including fulfillment & shipping status
- Maintain recurring & subscription orders
... and MUCH more. Contact Us for more information.