House all your information under one record – giving you a total overview of your relationship with your client. Track important records such as communication history, customer service issues, job details, financial records, order status, and more, all in one place!
Additionally, take advantage of modern reporting tools with a fully integrated customer satisfaction survey (AKA Net Promoter Scores or NPS). No indicator, other than NPS, is as proven to both give you an accurate picture of your clients’ loyalty and serve as a predictor of future growth.