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VIGILANT FOR BASICS
CUSTOMER RELATIONSHIP MANAGEMENT
Features of Vigilant for Basics Customer Relationship Management software:
- User defined action codes to describe the activity
- Log and track any activity within your company you decide is important sales, support, marketing, collection and follow-ups are some examples.
- Employee, date and time sensitivity to record the notes
- Both summary short note and detail note per entry
- Incident numbers to log same-issue multiple notes from the start of a project or activity to the end
- String search ability to find specific references within the entire contact database
- Find and report:
• incident numbers
• type of action
• one or all employees
• one, all or a range of customers
• by date
• by customer type
- Print a peak performance report or summary statistical report
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