Manage customer interactions with notes, calendar integration, and quick access to customer ratings. Generate quotations and track follow-ups with customizable emails linking to business ratings and social media.
The app works with Epicor’s Eagle Retail Management Solution. It allows users to view item stocking information, including quantities, locations, and pricing.
Send text messages to update CRM records. Automatically parse data and populate fields in Salesforce or SAP Cloud for Customers. Streamline data entry by replacing manual form filling with text-based input.
Package orders, validate addresses, save shipping costs
Manage shipping and fulfillment with tools for logistics. Automatically select packaging, validate addresses, generate shipping labels, and track orders. Save costs and streamline delivery processes.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
Manage and share diamond and jewelry inventory with customers. Customize and group items for organized viewing. Control access to specific inventory per customer. Enable advanced search for product lookup. Export inventory data in various formats.
Schedule service appointments and track vehicle status
Streamline customer communication with appointment reminders and updates. Send emails, texts, and voice calls. Integrate with dealer management systems for real-time data access.