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Customer & Contact Management

All Customer & Vendor Info in One Place

With the Savance Enterprise Customer & Contact Management module, all your customer information is kept in one single place. Pre-existing customer data gets added automatically across the system, saving time by removing the need to retype information. As an additional time-saver, you can build your customer list instantly every time someone calls or places an order. Use the Contact Management module to be more efficient and to establish a better way to communicate with customers, including the development of marketing campaigns. You will have all the information you need at your fingertips, including purchase and quoting history.

Benefits
  • All customer and vendor information in one single place
  • Never have to retype information again
  • Automatically prompt to add a new customer or contact
  • Instantly create a contact list of customers and vendors
  • View all customer information on a single screen
  • Use info to build marketing campaigns
  • Improve communications and customer service

  • Add Contact Reminders

    Automatically prompt to add a new customer or contact, keeping your list of contacts up-to-date at all times.

  • Information Autofill

    Save time and reduce typing errors by never retyping information.

  • Mobile Contacts

    Get access to customer and vendor contact information from anywhere using a mobile device.

  • Communication Prompts

    Follow-up prompts and communication reminders will help you establish a process of always getting back to your customers.

  • Instant Contact Database

    Instantly build a customer list every time someone calls on the phone or places an order.

  • Quoting & Sales History

    Get easy access to complete quoting and sales history for any contact. Drill down to basically any information you need.

  • Enhanced Customer Service

    Improve customer service by improving communications with customers.

  • Job Management

    Manage an account’s jobs through job-specific invoicing, statements, reporting, blanket POs, and credit limits.

  • Targeted Promotions

    Target your customers and know what items to promote and sell. Inform about new products, or add-ons for already purchased items.