Customer Relationship Management Feature

ManageMart intelligent software for small business and large companies includes a range of helpful features, and CRM is one of those tools that allow you to enjoy a range of advantages, including the following:

• You will have the full client database in a single program;
• You do not have to purchase a separate CRM program because everything you need you will have in ManageMart solution;
• The feature is very easy to use;
• It comes with a full set of tools to allow you to do different actions with records in seconds from creating a new customer profile to setting a discount for them;
• All the CRM records become automatically linked with other features and functions;
• There are numerous fields to fill out with relevant information to create and view comprehensive customer profiles.

You can either create records manually or import them from the (.CSV) format, Microsoft Outlook Contacts, and Google Contacts. Every section of the client profile can be changed at any time you want because you will be able to get access to the customer database whenever you need from any place thanks to the cloud-based system. 

To add changes, you need to do the following:

• Click on the EYE icon to access the customer profile;
• Use the section that you need to change by clicking on the Pencil icon;
• Add changes and save them.

If something goes wrong and you do not want to save changes, just click on the “Cancel” button.

You can subscribe for our 7 days free trial, which is enough to understand how it works and if it is something that you really need. You can go through the to read the detailed instructions on how this feature can be used and see examples.

Please note, that by subscribing for our software, you will be able to use not only the CRM feature but also other features and tools included in our product. If you are happy with the software, you can choose the optimal pricing plan. We offer flexible pricing and several packages for different business sizes.