Tracking Customers and Prospects
A contact management program is only as good as the data that YOU put into it. FollowUpCRM makes it easy for you to put in your data. Everything is driven by easy-to-understand menus.
Types of Customers and Prospects you can Easily Create
- Sold Customers
- Pending Sales
- Customers who have ordered a vehicle
- Prospects (people who visited your showroom)
- Phone Ups
- Internet Leads
- Prospects on a Want List
- Prospects on a Mailing List (friends, neighbors, orphan owners, service customers, etc.
How to Access the Data
You can view individual customers and prospects with the click of a button. There, you can take notes, keep track of your contact history, store vehicle information, and more. Your information is securely stored and the personal data (address, birthday, phone numbers, email addresses) are encrypted using a DES Encryption Scheme.
