Customer Accounts Management
Product Overview
Managing customer accounts is crucial to your business. We feel it is important for you not to miss out on any customer activity. We’ve provided the options to assist you with not only successfully running your receivables department, but also assist you in storing important information. The extensive profile is extremely beneficial for your marketing efforts and includes valuable contact information and an extensive note option.
Product Features
- Extensive account profiling
- Map integration for profile address
- Account notes and categories
- Reprint all customer sales invoices
- Unlimited purchase history
- Unlimited contact information
- Receivables management
- Generate finance charges
- Search for a customer by account number, name, phone number and location
- View or add customer owned equipment with the integrated solution
- Include invoice with statement
- Email or print statements in one easy step
- Statement Manager provides complete management of your statements including email and the capability to resend statements to your customers
Pairs Well With
Onboard to Primus
Take Primus for a spin
Schedule a demo or talk to a sales representative today.