Features

• Automatic follow up prompts allow controlled support & sales activities

• Global view of action lists for management vision by department or individual

• Follow ups may be automatic after every communication

• Action list integrates to database for easy access to clients, suppliers

• Overdue actions are clearly indicated in red

• Follow up actions may be user or departmental

• Account balances, overdue amounts, and invoice details may be merged into mail shot documents

• Alerts may be specified for exact time and date and allocated to other users

• Multiple alerts and follow ups may be assigned to any action

Benefits

• Sales and support calls may be followed up at the right time, for better service levels

• Actions lists may be viewed by managers, for better work control, improved service

• Customers may be accessed direct from action list to save search time

• Systematic rules for customer service may be implemented by defining standard alert and follow up response times

• Departmental follow ups mean less reliance on individuals and easier control during staff absence