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CRM |
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CRM stands for Customer Relationship Management. It is a process or methodology used to learn more about customers' needs and behaviors in order to develop stronger relationships with them.
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CRM helps businesses use technology and human resources to gain insight into the behavior of customers and the value of those customers.
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| Features |
 Customer Relationship Management |
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Customer Management |
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Maintains records of customers. Customer information can be organized by standard needs and terminology of your organization. It provides a complete snapshot of a customer's profile, order summary and much more. Easily create new, manage and delete the customers list.
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Supplier Management |
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Allows you to assign supplier to specific products or product categories. You can create new suppliers and manage them.
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| 3. |
Group Management |
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Easily create, manage and delete groups of customers. Use groups to set permissions, offer discounts and more. Groups offer a convenient way to view segmented reporting based on different customer profiles.
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| 4. |
Customer History Tracker |
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Track order status changes, account expirations and more - all with complete details on the administrator or system process that made the update.
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| Customer Service |
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Authentication Management |
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Allows administrators to assign access permissions to individuals or groups at the pages and categories to lock down private data.
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| 6. |
Customer Login |
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EasySite Builder provides a complete customer login system or can be run without login. The choice is of the administrator. This gives an extra security to the website that intended members can only log in to your site to access the documents.
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Online Customer Registration |
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Prospective customers can also register online for the memberships and become the member of the site to access the documents.
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| 8. |
View/Edit Personal Details |
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User friendly for the customers as EasySite Builder enables them to view or edit personal details about themselves anytime and anywhere to their requirement like change of password or billing address etc.
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| 9. |
Customer Order History |
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Customer can check their Order History with just login to the site which helps them to memorize their previous purchases and details of the purchases.
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| 10. |
Forgotten Password Reminder |
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EasySite Builder allows retrieving the lost password of customer by entering valid e-mail address (that one which the customer used for the registration), account information will be mailed to the email account.
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11. |
Markup Management |
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Administrator can define special prices for products. Generally, these prices are set up nearly lower and depend on the membership level of the customer who orders the products.
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