Client Management (CRM)

Keep track of all your clients in one place. View order history, communications, and preferences to provide better service and grow relationships.

Key Benefits

  • Centralized client contact database
  • Complete order history per client
  • Communication log and notes
  • Client tags and segmentation
  • Quick client lookup and search
  • Import contacts from other systems

How You'll Use It

  • See all past orders for a repeat client
  • Add notes about client preferences
  • Identify your most valuable clients
  • Send targeted communications to client groups
  • Look up client details before appointments

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