CRM (Customer Relationship Management)

Accurate customer intelligence is critical to develop, strengthen and maintain your relationships with your customers.  Presidio CRM organizes all of your customer accounts and synchronizes sales and customer service activity.  The Presidio CRM module is a core application included with all systems.

 

Features & Benefits
  • Unlimited contacts and addresses per account

  • Account specific pricing levels

  • Instant access to sales, estimate and job history

  • Account alerts to notify your team of critical details

  • Account types to organize mailing lists and reporting groups

  • Email notifications to monitor stale accounts based on user defined criteria

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