Venus CRM Account management presents a simple and straight forward interface to manage accounts. Apart from basic information fields, the history section at the bottom helps in monitoring potentials, contacts, notes, activities and products categorized by account.

 

Benefits

  • Track all accounts and related contacts, opportunities and other details from a common repository
  • Store notes pertaining to accounts and keep track of contacts, opportunities and other details more elaborately
  • Export accounts to spreadsheet software to analyze the buying patterns of a customers and set up loyalty programs
  • Track purchase history of the customers and analyze opportunities for up-selling and cross-selling in future