Customer file

It only takes a few mouse clicks to access the full history of a customer:  actions undertaken, marketing profile, existing projects, price quotations, communication (e-mails, correspondence, notes sent after phone calls, payment monitoring, and orders in progress…).

All the information is gathered in a customer file which anyone can access at any time, even when performing other tasks. E.g. you can easily look up the file of customer A, while working on a design project of customer B, without closing its project.