Customers offers a robust suite of features to manage your clients and leads efficiently:
Store detailed information about each client, including contact details, purchase history, preferences, and past communications.
Set tasks and reminders for follow-up actions, ensuring you never miss a critical client or lead interaction.
Create and manage custom sales pipelines to track the progress of leads and clients through different stages.
FAQ
How do I add new clients and leads to the system?
Can I track the progress of a lead through the sales funnel?
Is it possible to segment clients and leads for targeted outreach?
Can I automate follow-up emails and reminders?
How does the reporting feature work?