Customer relationship icon


I want to know everything there is to know about my Customer!

Integrated powerful Customer Relationship Management (CRM) capability

Standard CRM functionality gives the ability to:

- Manage customers, prospects and suppliers.

- Create unlimited number of contacts for each company.

-Automatically email documents using Evo-Mail.

- Extract targeted lists for marketing activities.

-Set search criteria based on financial operations.

- Manage to-do's which can be linked to outlook and are Critical paths templates

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Managing customers in Evo-supply is user friendly and provides:

- A centralised location for all customer and delivery information. - The possibility to export of this data to external sources such as websites and sales order scanners.

- Improves the communication processes between sales and dispatch teams.

- A comprehensive view and easy management of customer accounts.

Standard functionality improvements

 Evo-Solutionsenhanced customer record features include:

-Storing global, address specific and sales order specific comments that can be printed on pick and dispatch notes.

- Additional credit functionality.

- Recording customer delivery preferences. - Booking-in information.

- Managing customer prices.

- Managing post sales rebates. - Salesperson Commission at customer level.

- Buying group support.

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