Customers
Smartly Track Contacts
- Track info on customers, contacts, and venues
- Associate customers (people) with companies and venues, and vice versa
- Automatically populate venue address and notes (i.e., floor plan, delivery details) onto rentals
- Autocomplete venue addresses
- Capture and see drivers license info on customers, if that is part of your business practice
- Track tax-exemption and auto-populate tax status onto new rentals
- Denote which contacts are planners – and see that info represented on rentals
- Store and access documents electronically by contact
- Upload, store, and use contact-specific rental agreement templates
- View and link to past rentals by customer or company
- Assign discounts by customer and company
- Auto-populate discounts onto new rentals
- Upload .EPS files to order documents or contact documents (Customer, Company, Venue)
Assign Contacts to Rentals
- Select any number of customers and companies to include in rentals
- Designate any number of Primary Contacts
- Denote which contacts you want to receive automated emails about their order
Manage Document Expiration
- Mark documents added to the Customers, Companies, or Venues page as having expiration dates, and include the expiration date
- View an alert when documents reach their expiration date
- Set new orders to be blocked until the expiration is resolved
- Receive an email when a document expires, and see expirations on the Dashboard
- View a notification of documents with expiration within Orders, including an alert if the document is expired
Tend to Customer Satisfaction
- Leverage integrated Net Promoter System (NPS), widely respected as the best measure of customer loyalty
- Click to turn on automated NPS surveys following rentals
- Turn off NPS for any select rentals
- See NPS report, which calculates a score based on promoters, passives, and detractors
- Learn from the data, including customer comments, to continually improve business performance