Customer Card
Customer Card - Document Management
Effortlessly manage customer documents and related information with the Customer Card feature. Upload and view important documents such as contracts, agreements, or identification directly from the customer's profile. This streamlined document management process ensures easy access to critical information, enhancing organization and efficiency in customer management.
Customer Card - Comprehensive Information Access
Access comprehensive customer information with the Customer Card feature. From contact details to purchase history and preferences, easily view and manage all relevant customer data in one centralized location. This holistic view enables better understanding of customer needs and behaviors, facilitating personalized interactions and stronger customer relationships.