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Base set

Contacts

A file of customers and companies: who they are, where they came from, what they ordered and for how much. Contacts are not duplicated — the system recognises them by phone or e-mail.

A short, silent clip of the module at work

What it does

Customer profile: contacts, birthday, manager's notes
History of enquiries and orders with a running total
Loyalty points and levels
Who referred whom — the chain of recommendations
Search by name, phone, e-mail or company

How it looks

Contacts

Customer file: contacts, source, number of enquiries and loyalty points

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