CRM with Customer Accounts

Accounts Management

Sales Infinite empowers account managers with the right tools and gives them a complete 360 degree view of their accounts.

Follow up reminders ensure that you never miss a follow up with your customers. Easily accessible progress notes and minutes of meetings keep your memory fresh with the latest status and what was discussed in the last meetings.

History of previous sales gives you the insight into customer loyalty and opportunity to up-sell and cross-sell. Invoicing history and their payment status gives you insight into their credit history.

History of customer support tickets gives you visibility into any customer service issues that might need your attention.

Related Legal documents are always available at your fingertips when needed.

Configurable workflows automate many tasks and keep you updated about important events related to your accounts.

Have you ever felt this empowered before?