- Impress Your Customers with an Attention to Detail
More than just a data base for recording customer information, the Vital CRM(VIdegree,VitalCRM) service also allows you to record the work completion progress of any ongoing task or project. Create and view client specific to do lists or even distribute/assign the work load to other team members or affiliates. The system will use several different notification methods to continue reminding and other members of your team of any customer requests.
- Tag Your Customers and Find Target Customer Groups with Ease
Create various tags and tag groups, tag customers to categorize them by their personal characteristics, quirks, habits, needs, status and etc. Fully utilize the tagging feature and save yourself the time of even having to key in the tags manually. Instead, choose from a custom or preset list of tags to effortlessly apply tags best describing each customer.
- Customer Network Charts Display Customer Connections at a Glance
Enter your connection to customers (e.g. met through John) into the system to view your relations networks in diagram format. Make use of relation network maps to quickly pinpoint potential customers, the friends of your clients could easily be your next client. Direct your efforts in the right direction toward the right people and rake in the sales.
- You can set permissions for Customers and Notes now.