Everything about a customer in one place
Every customer has a profile with a timeline: orders, notes, emails and tasks in one place. Price group, contact persons and preferences are stored. The search finds everything, also on your phone at the cellar door.
- Price lists per customer group, exceptions per customer
- Contact persons, relationships and referrals
- Preferences, favourite wines and formal or informal address
- Notes and timeline for every customer
- Search that finds everything, also on your phone
- Import your customer list with preview and undo