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Client Relationship Management

Client Relationship Management

XactRate, provides cutting-edge client relationship management, so you never need worry about managing your most important relationships…with your customers. We provide you with easy storage and retrieval of customer data on your PC, tablet, or mobile phone. We also provide you with an easy-to-track workflow.
  • With our client relationship management module, you can ensure that your client relationships are of the most optimum quality. You can ensure the most effective time management, thereby respecting your client’s time.
  • When you have good time management, you know exactly where your staff is, what they are doing and how long they’ll be there. In turn, you can give your customers a much more accurate estimate of when a tech or service person will arrive.
  • XactRate provides you with client relationship management software that keeps track of the entire service history of the client. The history may relate to the orders taken (completed or canceled), claims and complaints launched, a work in progress, billing and invoicing history, the size of the order and many other details. Such unique information is helpful in recognizing clients and their issues.
  • XactRate also provides you with reminder notifications that help you service your clients better. When any task is due for a particular client, you are reminded of it, till you respond to the notification. Thus, keeping promises to clients and also, gaining and maintaining a client’s trust and confidence is very easy with XactRate’s client relationship management module.
  • Certain clients may have specific requests for your technicians. It may seem very difficult to remember and follow these instructions, but with XactRate, you can record and periodically view customer specific instructions, thereby resulting in increased client satisfaction.
  • For more information on XactRate’s client relationship management module, do contact us at 504-737-1957 or click here.

Our Support team will give you a Free Demo on how Xacrate Client Relationship Management
operates in the cloud technology.

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