Corezon Account and Contact Management module collect and manage customer profile and transactional data, giving your sales and service professionals a 360 degree view of your customers across multiple touch points such as phone, fax, internet and face to face.
Sales and service professionals can quickly find all account details and complete history for each account using Corezon Account and Contact Manager. It enables sales and service professionals to better understand accounts, create and track new and existing business opportunities, collaborate with other sales people and partners, manage complete cycle of quotation and order history.
For business accounts with multiple contacts, Corezon Contact Manager allows organizations to establish multiple contacts for each account. Now your sales and service professionals can manage profiles, quotes and orders, opportunities as well as emails down to the contact level.
Account Management
Manage Accounts From Web
Create Consumer Accounts
Create Business Accounts
Create Reseller Accounts
Create Tax Exempt Accounts
Assign Sales Rep To Accounts
Set Up Multiple Billing Addresses
Set Up Multiple Shipping Addresses
Set Up Multiple Payment Addresses
Account Size
Account Group
Create Additional Contacts For Accounts
Create New Opportunities For Accounts
Generate Quotes For Accounts
Generate Orders For Accounts
Automatic Distribution of Emails To Existing Accounts
Attach Dated Notes To Accounts
Manage Documentation To Accounts
Contact Management
Add Additional Contacts To Accounts
Designate Super User For Accounts
User Name and Password Management
Contact Profile Management
Transaction History By Contacts
Generate Quotes For Specific Contacts
Generate Orders For Specific Contacts