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OnlineInvoices client follow-up and management system provides your business with the optimal method of communicating with your clients, and viewing the history of your transactions. Categorize your clients into preset categories and manage your appointments along with follow-up dates. Send quick email to your client using a pre-defined email templates.
Create a profile page for every existing client and assign notes to them displaying the date and time with an option to attach any related files. Share your uploaded notes and attachment files with your client, or make it private, Search for and follow all added notes, attachments, recent appointments and any other actions related to specific clients. Conveniently assign your clients into categories for easy communication and follow-up.
With OnlineInvoices CRM software, you can set an appointment and determine its type in accordance to each client. Check your daily appointments and add notes or attachments as necessary. Organize your business like a true professional with OnlineInvoices intuitive software!
Select a client or group and assign them to any of your available staff members so your workforce can manage them in accordance with the preselected permissions. OI allows the convenient allocation of duties to your staff members and gives you the opportunity to monitor their progress. Moreover, the software allows you to keep a full log of each staff member’s work and client communication.
OnlineInvoices CRM software allows you to filter your customers by category or status and send a bulk email message to them according to their status or category assigned using pre-defined email template message.
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