Customer Relationship Management

From activity enrollment and transaction history to special interests and medical alerts, our Customer Relationship Management module provides a 360-degree view of every customer for greater customer insight, improved service, and increased transaction efficiency.

CRM Software Features

• At-a-glance customer summary automatically displays on screen once an ID card is swiped or a customer ID is entered
• Customize customer summary to display the most pertinent customer data to your organization, such as upcoming activities, interests, memberships, transaction history, and family relationships
• Chosen customer summary sections appear on a single screen for quick access to full customer information
• Streamline the search for or data-entry of customer when completing new registrations, bookings, memberships, etc.
• Add customer notes or alerts. Set the frequency to display high importance notes/alerts which users to alert.
• View transaction history for a customer and his/her family from registrations, memberships, point-of-sale, payments, communications, and more
• From the customer view, complete actions such as registrations, reservations, and memberships without having to re-enter customer data
• Tabs, similar to the tab functionality in Internet Explorer 7.0, allow staff to move from one module to another without losing previous work or searches

CRM Software Benefits