Clients and CRM
Customers are fully managed by the Surfagest system and CRM.
9Explore the 9 features
01 / 09
The customer record is used to record relevant customer information, such as personal and contact information, as well as data related to the type of sale, the tax group or the tax exemption.
The CRM file allows you to record activities with the customer, add follow-up reminders to the file and consult the history of emails exchanged with the customer.
02 / 09
View, print and send your customers’ statements directly from Surfagest.
The statement of account provides information on customer accounts: type of transaction, payment terms, as well as payment information.
03 / 09
Service call information can be fully managed by Surfagest. Record information related to the service call, such as the claim number, the representative and the supplier associated with the case.
It is also possible to schedule appointments and installations, add attachments and record a follow-up date, directly in the service call record.
04 / 09
Several reports related to customers are available in Surfagest, such as account aging reports, service calls, account statements, customer list, invoice list, payment list and customer statement.
05 / 09
The CRM dashboard gives an overview of the statistics related to the sales made by the team, such as sales performance, sales, credit notes, purchases, leads and service calls. All statistics can be exported.
06 / 09
Schedule follow-up reminders to receive notifications in the activity dashboard, and keep track of ongoing files.
07 / 09
Keep information about a client directly in the Surfagest CRM, which allows you to enter notes and attach documents to the client’s file.
08 / 09
The schedule integrated in Surfagest is an essential tool to keep track of the operations of the company.
09 / 09
Surfagest offers a reminder tool integrated to the CRM. Provide quality customer service to your customers and never forget a follow-up!
