Build the customer record
Organise contact details and the information your team needs for each customer.
Desktop / Offline
Customer Management System
Keep customer records, enquiries and follow-up notes organised in a local installation.
Who it’s for
Small offices and customer-facing businesses managing relationships at a local workplace.
How it fits together
Your everyday workflow.
Use your own examples in a demonstration to agree the features and setup your team needs.
Keep track of enquiries
Record requirements, conversation notes and the next follow-up action.
Review the work
Walk through customer history and the pending follow-ups for your working day.
Desktop / Offline
Setup & support.
Plan a local installation for your workplace. We’ll confirm supported devices, local access, backups and training for your setup. Online services and integrations may still need internet access.
Prepare for your demo.
Bring fictional customer examples and your current follow-up sheet. Discuss local access and backup requirements.
Pricing for your scope.
Request a quote covering the selected features, setup, training and support. Any hosting, hardware or integration costs should be itemised in your proposal.
Discuss setup & pricing