Data and information from all of your customer's accounts can be viewed in the customer profile.
Easily access and view customer details such as:
Stay up to date with customer transactions and interactions to improve the quality of service you provide to your customers. Interaction records are generated automatically when quotes, invoices, or other emails are sent to the customer.
You also have the ability to create to-do's and schedule
The Kloudville customer management application seamlessly integrates customer-related data across all Kloudville solutions in one place to provide you with a 360° view of customer information and activities.
Kloudville’s Customer Management solution helps your business create and organize customer opportunities, track every stage of your sales pipeline, categorize revenue occurrence by either monthly, yearly or one-time installments, and schedule sales and revenue received dates. Through our complex analytics system, you can also view a summary of your future revenue.
See how easy it is to seamlessly manage all aspects of your business onlineREQUEST A DEMO