Customer and Contact Management

Insight helps you maintain and grow your customer database. Have all your customer transactions and related information at your fingertips. Create custom databases to profile your clients. Attach documents to your clients and customer transactions.

Customer and Contact Management Features

Infinite Customer and Contact Accounts
Running Notes and History
Manage Credit Limits
All Customer Transactions are Linked
Multiple Historic and Analysis Views
Automatic Communication
Document Repository to Link all Documents

Insight provides all the tools needed to maximize your customer relationships and maintain a healthy and accurate customer database.

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Product Features

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