Customer Relationship Management Features

• Easily search for customers by 22 fields (screenshot)
• Add single customers or bulk unregistered customers (screenshot)
• See all history for each customer (watch tutorial)
  • Calls / Tickets
  • Orders
  • Licenses
  • Refunds
  • Unfinished shopping carts
  • Declined Orders
  • Trials downloaded
  • Activations
  • Software usage
• Create a subscribe/unsubscribe eMail mailing list (screenshot)
• Send eMail to mailing list, all customers, customers of a specific product, etc. (screenshot)
• Log all pre- and post-sales requests
• Calculates total telephone chat time per customer
• Mark a logged event for scheduled follow-up
• Search tickets by type or keyword (screenshot)
• Intelligent caller-ID search features - identify before answering
• Send triggered emails automatically
  • Send email a set number of days after activation
  • Send email a set number of days before subscription expiration
• Integrated refund processing can deactivate a license automatically (watch tutorial)

Learn more about SOLO Server and Customer Relationship Management