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Web Based Customer Files

Customer Tracker.Net provides an Web based customer file and folder system that simplifies the organization of CRM data. Designated users may access files in the customer directory from any location, over the Web.

The customer file holds key CRM data, including:

  • Company information.
  • Customer contact information.
  • Correspondence.
  • Billing information.
  • Links to customer projects.
  • Links to customer support tickets.

Each customer folder includes a log that records and dates all activity to files.

An online customer file.