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Customer Management
Maintaining and updating contact information for all your clients and prospects is just the beginning. PEAK 15 tracks how the contact found you, when they first and last contact you, a complete history of inquiries, mailings and bookings, as well as a detailed contact profile.
Features Click to enlarge
• Track critical customer relationships including Prospects, Clients and Travel Agents
• Manage contact profile including source, last contact date, warmth, sales to date, booking history and call notes
• Screen and import contact information and catalog or brochure requests from your website
• Quickly enter phone requests for catalogue or brochures and queue for fulfillment
• Organize contacts by household to avoid duplicate mailings and simplify household bookings
• Link contacts to companies such as Travel Agency or Affinity Group
• Eliminate or merge duplicate records using built in utility
• Manage marketing permissions
