Customers

Mail-Shop provides a valuable tool not only for simply storing customer address and contact information, but also for managing your customer and prospect relationships. The CRM Module allows users to schedule calls, emails, and appointments with customers and prospects, along with reminder pop-up windows. All activities can also be recorded so that you can track valuable customer information via historical calls, emails, and direct discussions.

Features of Mail-Shop CRM/Customers include:

  • Customer records with multiple contacts and addresses
  • Customer Type designator to differentiate between customer and prospect records
  • Schedule appointments for CSRs and Sales Reps with alarm reminders
  • Automatically log customer email communications in contact history
  • CRM Activities List provides customer service daily to-do list
  • Enter customer specific pricing