Customer Relationship Management Software Features List

The 3ex.net Customer Relationship Management software has been designed to help your business understand your customer base, whilst also helping to ensure the highest level of customer support.

Key Features

  • Easy to use and comprehensive tabbed interface for activity management
  • Customer profiling and segmentation using marketing module
  • Highly automated sales order processing
  • Event-driven customer alerts and instant messaging
  • Sophisticated returns management
  • Secure and fast-to-authorise credit card processing
  • Email management and Exchange integration
  • Flexible address and contact management database
  • Integrated accounting for native control of debt, credit, invoices and payments

Proven Benefits

  • Increased order value and frequency
  • Increased customer retention rates
  • Decreased customer service costs
  • Decreased complaints and greivances  

Address and Contact Management

  • Business-to-Consumer
  • Business-to-Business
  • Multi level Sales Order Processing
  • Activity Centre

Sales Order Processing

  • Returns Management
  • Pricing and Offers
  • Credit Card Processing
  • Carrier Integration

Marketing

  • Selections Engine
  • Message Designer
  • Questionnaires
  • Actions Manager
  • Reports Portal  

Customer Activity Management

  • Sales Order History
  • Address, Communication Preferences and Profile
  • Account History (for companies selling on account)
  • Returns History
  • Contact and Mailing History
  • Year-on-Year and Month-on-Month Spend and Profitability Returns Management
  • Replacements
  • Substitutions
  • Refunds
  • Credits
  • Collections
  • Return to Stock
  • Re-work and Return to Stock
  • Return to Supplier and Supplier Returns
  • Debit Notes  
  • Scrap and Write Off
  • Carrier Claim Management

Financials

  • Transaction drill down
  • Time machine
  • Parent/child accounts
  • Notes
  • Quick payment allocation
  • Credit control
  • Budgets and targets
  • Utility library
  • Reports pack
  • Supplier account management
  • Transaction drill down
  • Time machine
  • Notes
  • Remittance system
  • Standing orders and direct debits
  • Reports pack
  • User-definable nominal chart structure
  • Cost centre accounting
  • Journals
  • Cashbook
  • Bank reconciliation
  • Budgets and targets
  • Asset register
  • Management information suite
  • VAT reports
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