CRM

CUSTOMER TRACKING AND TELEMARKETING

Let POS/OE 4 track your customers and orders!
Many powerful CRM features to help you service your customers.

• Eliminate duplicate customers using powerful built in routines
  including last/company name duplicate checking.
• POS/OE 4 assigns Prospect status for new entries and removes status upon first purchase.
• Problem flag alerts you when creating orders and invoices and allows notes to be displayed.
• Set A/R (accounts receivable) credit limit and terms for each customer.
• Automatic profile assignment and tracking (type of products purchased, etc.).
• Optional or mandatory pop-up selection for referral source to track how the customer found you.
• Powerful mailing list management - mail merge, labels, letters and more.
• Hundreds of discount levels, percentages, flat amounts, quantity discount,vendor specific and much more.
• Full gift/collectible registry, including spouse name search and thank you list.
• Customer notes can be viewed and text pasted while creating orders.
• Print address labels to dedicated label printer or other printers.
• International phone number formats.
• Multiple ship to addresses per customer.
• Retains complete sales and return history.
• Maintain special instructions for optional printing on orders.
• Expanded keywords feature allows data to be classified and/or categorized for easy searching, sorting, reporting.
• View customers quotes, orders and invoices from the customer record.
• Membership, warranty, version and expired registration tracking.
• Telemarketing calendar of events system and sales lead tracking / scheduling.
• Generate event call sheets and quick reports from the calendar - help organize follow-ups.
• Events can be linked to Prospects and Customers - track sales leads or post-sale customers for follow-up.
• User definable event tracking by codes , categories, priorities.
• Serial number tracking by customer.
• Swiping a credit card or magnetic stripe card, or scanning the bar code on a membership card, will automatically recall to your computer screen the records of existing customers which will help you speed up your operations.

• Transform recipients of gift purchases into client records.
• Create faxes within customer event records: The fastest way to send documents to your clients.
• Add/modify other phone numbers and e-mail addresses from a customer event.
• Post Net bar codes made from customer and vendor files: Make mass mailings more efficient.
• Search/modify customers and events by keywords: Marketing to your customers will now be even easier.
• Add or Remove keywords from groups of customers easily.
• View customer purchase history and contact history (events).
• Customer purchase history window is drag and drop enabled.
• Generate Post Net bar-codes for customers.
• Assigns prospect status for new entries, and removes status upon first purchase.
• Problem flag tied to notes alerts you when you create orders and invoices.
• Sets for each individual an A/R credit limit and terms.
• Automatic customer profile assignment and tracking.
• Optional or mandatory pop-up selection referral source. Support for client mailing list management.
• Hundreds of different discount levels possible.
• Full registry for gifts and collectibles, including spouse and donor name search and thank you list.
• Customer notes can be viewed, and text pasted, while orders are being created.
• Print address labels with the Dymo LabelWriter and other printers.
• International phone number formats.
• Expanded keywords feature allows data to be classified and/or categorized for easy searching, sorting, and reporting.
• Each customer record can have several ship-to addresses.
• Complete sales and return history is retained.
• View customer quotes, orders and invoices from the customer record.
• Tracks membership, warranty, version and expired registration.
• Tracks sales leads.
• Telemarketing calendar of events system.
• Generates event call sheets and quick reports from the calendar. Event tracking: events are linked to both prospects and customers.
• Users can define and customize events tracking by codes, categories and priorities.
• Maintain special instructions for optional printing on orders.
• Insert predefined customers notes.

• Includes spell checker with an expanded dictionary (4D Write).
• Now has grammar checking (4D Write)!
• Fax Server option for desktop faxing from OS 9, OS X, and Windows.