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Customer Relations
View Brochure
Clients and Prospects
* Contact persons, who may be setup as users to your system
* Addresses and other contact details
* Photos such as logos
* Customers may have their own mini-site within your own, for profiling purposes
* Documents and other articles may be stored against a customer
* Account managers
* Customer classifications
* Flexible system allows you to store your own unique information about your clients
* Customer history, profiles, industry, and mission
* Mailing labels
* Integrates seamlessly to other Rose ERP application: marketing, accounting, shopfront, content, inventory...
Customer History
* Maintain complete contact history
* Full sales history, custom pricing, and accounting history
* Helpdesk calls and job history are easily visible
* Customers may be upgraded from prospects to clients, or vice-versa
* May be ended to be ended or hidden, without deleting their history
* System usage statistics
Accounting and Inventory Options
* Accounting information such as credit hold, credit limits, special product or delivery pricing
* Discount percentages may be offered, and may be based on payment time limits
* Option to hide pricing for a customer
* Ability to hold consignment stock for a customer
* Ability to maintain customer assets, offering powerful service reporting capabilities
* Designate allowable payment and delivery methods
* Allow tax exemptions
* Link customer to a vendor, so that one entity may be both
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