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Customer Relationship Management

CRM

Customer Relationship Management

With customer profiles, you can keep track of everything related to your customers. You can have multiple assets for each customer. Assets can be their property that you service, a location they want you to service, a building or rental property, the list goes on for options for assets. The customer profiles keep a history of all service visits you had for them.

The program also stores all payments, invoices, events, notes, images, maps, any personal info you want, and more!


Multiple Assets per Each Customer

With ManageMart you can keep and track unlimited number of customer's assets.  

Multiple Assets per Each Customer

import customers

Import All Your Information

In ManageMart Field Service Software, your customers and assets contacts can be easily imported from files in the Comma Separated Values (.CSV) format, which is used in most address books. The ManageMart Software also allows contacts to be imported from a Text Separated Values (.TXT) format.  ManageMart allow you to import information from:

  • Comma Separated Values (.CSV) format
  • Google Contacts
  • Microsoft Outlook Contacts



Make Right Decisions

Know your profit/loss and send your tax information to your accountant with the click of a button. See who is past due, and how much is owed. Know which of the items and services you sell that make the most money, and keep track of what may be costing you money. ManageMart’s reports cover everything your company does, in a clean simple format.

CRM Reporting

Client Login Widget

Client Login Widget

Heads up! Use this widget to let your clients login to their accounts. Put generated code between tags on page where you want show client login button. 

You can place generated login widget on your site and let your customers login and view and pay online your invoices.