Customer History Tracking Features

Overview of CRM features | Detailed List of all CRM features

Track the history of all of your customers
At a glance, view:

All the previous events that customers have attended
All upcoming events that the customer is attending
All marketing communications for your customer
All sales opportunities, current and historical
Files that have been attached to your customer
All correspondence and contact between your staff and your cusotmers

Track customised types of correspondence
Full HTML formatting abilities for customer notes
Copy and paste from emails with preserved formatting
Easily set follow up tasks or appointments when entering customer notes