CRM for everything, in one place, without integration.
CRM for everything, in one place, without integration.
To excel in customer service, order and customer management MUST be smooth and efficient.
Cynch! ecommerce offers a CRM through a “notes screen” on the bottom of every order, product and vendor page.
Placing action items into work queues and keeping a complete record of notes helps you provide top notch customer service.
Customer management
Maintain a complete record of order detail data, customer service notes, order updates, future actions by date, order changes, cancellations, and more.
All emails sent to a customer, including order confirmation, status updates and shipping notices, are listed with each order.
Customer history
See all orders placed by a customer even if they came in through different storefronts in your organization.
Work queues
Action items are assigned either to personal or group queues.
Full notes section for every item, customer and order keeps complete documentation of actions needed and actions taken.
Order workflow
Assign requests for actions back and forth to different departments with full tracking and documentation on the order.
Dashboard controls
An administrative dashboard facilitates management and supervision of customer service and sales representatives. The management dashboard allows managers to monitor how many action items are being worked by a customer service or sales representative, as well as numbers of past due actions, today’s actions, and future actions.
Managers can use this data to balance the workload and see where customer service representatives are falling behind to offer training.
Please note that this is not a full CRM package in the traditional sense; it’s a component that was created to help you manage your daily interactions with customers and suppliers.
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