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Customer Management
With customer profiles integration option, you can keep track of everything related to your clients. The profiles keep a history of all their and your activities and orders.
01To fulfill the specifications of any type of business, Managemart has designed custom field tool that can be applied to process various content utilized by your company, receiving a more personal software that will correspond to your needs to a greater extent. Gain a superb opportunity to organize your business CRM tool in the most accurate way to cover all the aspects of management. After registration in the system, you will be able to find the custom fields section. Enter the “Resources” section and start adapting the system specifically for your needs.
Managemart tries to match the needs of all the users by creating a standard preset of fields. However, some companies have the necessity for some special fields which are absent in the basic software. The creation of new fields is performed in several simple steps:
It might seem bothersome to type the data every time you need in a new custom field. That is why you can use the quick access option to enhance the speed of operations:
The simplicity of the software usage can be explained by the following examples of adding new fields to the “Customers” section:
Free CRM with custom fields is available for you as a part of your subscription so that you were capable of adjusting the software exclusively for your company type needs. Below is the list of capabilities which you will acquire while working with our software.
The mastering of the feature will not take much time, and you will effortlessly implement it into your system for increasing operations efficiency.
With customer profiles integration option, you can keep track of everything related to your clients. The profiles keep a history of all their and your activities and orders.
01Create one-time events or a reoccurring series of events. Make events inevitable. Track your time and assign duties to specific employees or crews.
02Create invoices with ease. Set up recurring invoices that you can generate at any time. Bill per hour, per job, or flat rates! Save time in your workflow.
03With ManageMart you can keep all accounting records in order. Spend less time on paperwork and focus on the improvements of your business.
04One of our significant features is an option to have numerous users with the unique login information. You can grant different access levels for each specific worker.
05ManageMart has the most innovative GPS tracking system. It works with more than 530 different devices and guarantees smart geolocation in real time.
06Manage all your equipment easily, and in full detail. Track repairs, and the cost that goes with them. Setup maintenance time for all your equipment.
07Know your profit/loss and send your tax information to your accountant with the click of a button. See who is past due, and how much is owed.
08Quickly send messages to any customer or to certain groups of customers. By one click, you can send invoices directly to your customer’s phone.
10Do you want to send contracts or newsletters? With the integrated option in the section for the documents, you can easily do this like a Pro!
11ManageMart built-in internal instant messenger improves the communication process in your team and with the customers.
12Custom fields allow you to add additional information and items to any area of the program.
13ManageMart can be accessed on anything that connects to the internet, and it works perfectly every time!
ManageMart can be accessed on anything that connects to the internet, and it works perfectly every time!