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.

GROUP YOUR CUSTOMERS

Grouping your customers has multiple benefits. Group them by state/country, price or discount groups, or new and old customers making it easier for marketing and account management purposes

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.

Customer Portal

Easily grant system access to all of your retailer clients so that they can systematically manage their quotes, deliveries and reorders.

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Inventory Management

Easily create and manage stock levels, see custom notifications of low stock levels and manage your reordering process.

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Production Management

Track an order from quote all the way through to delivery in one system. This allows you to confidently take on big orders and fulfils your client’s needs.

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Dispatch

Schedule material pickups and deliveries, automatically assign dispatch windows and reduce costly delays and mistakes.

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CRM

View the performance of different retailers against each other helping you to easily focus your customer service to your best clients.

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Accounts Receivable

Reduce your cash gap, collect money faster and run all the aspects of your business smoothly from one cloud based system.

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BUZ 2 BUZ

Manage and update all of your stock, prices and product configurations in one place. Automatically push this information to your clients’ systems.

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BUZ to Xero

Manage all of your invoices, receipts and customers in BUZ and see them automatically and instantly updated in your Xero platform.

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Complete software package for made to measure products