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 a module 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
  • Create up to 36 customizable fields
  • Reprint all customer sales invoices
  • Unlimited purchase history
  • Unlimited contact information
  • Generate finance charges
  • Search for a customer by account number, name, phone number and location
  • View or add customer owned equipment with integrated module
  • Include invoice with statement
  • Email or print statements in one easy step
  • Customer Portal gives your customers their own personal cloud experience with your dealership
  • Statement Manager provides complete management of your statements including email and the capability to resend statements to your customers
  • Marketing Manager provides you ease of communication with your prospects and customers to grow your business. Easily create templates for various marketing effort
Additional Details PDF

Pairs Well With