Customer Relationship Management

 

 

LOOKING FOR A CUSTOMER?

Search for customers using next to anything, Name, street, suburb, phone number, email address and much more. Advance search allows you to search with multiple search fields.

CUSTOMER CONTACT AND DETAILS

Customer cards give you access to many avenues of the system from starting a new lead to entering a new quote adding additional contacts and notes plus much more. The customer card also provides you with account information including credit limits and balances

NEED TO UPDATE YOUR CUSTOMER DETAILS?

Keep track of your customers contact details. With just a click away and you can edit your customer’s entire details from names, numbers, addresses, discounts to account and card details.

WHAT HAS YOUR CUSTOMER ORDERED?

See the entire history of your customer’s orders, quotes and leads all in one place! Including order details and statuses, payment history, production start dates, order dates, installation dates and much much more.

Leads

Keep a track of every prospect your business is dealing with from call to sale. Measure your success both sources of leads and lead conversions.

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Quoting

Manage the way your consultants handle quotes and follow ups. Ensuring quality control and high conversion rates.

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Job Tracking

Manage your entire workflow from supplier orders to tracking the production process and even confirming receipt of the delivery.

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Installation Management

Manage your installation appointments, keep track of team members, and assign new jobs quickly and easily.

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CRM

Have confidence in your customer data, deliver better customer service with a more systemised approach to CRM.

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Accounts Receivable

Improve business efficiency by running your accounting systems in the same place as your CRM and your marketing platform.

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BUZ 2 BUZ

Automatic updates save you countless hours when your suppliers increase or decrease their rates or have new options available.

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BUZ to Xero

Automatically add your BUZ customers, invoices and receipts to Xero keeping your data up to date regardless of the system.

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Complete software package for made to measure products