CRM is a buzzword that means many things to different people. Auria CRM allows you to view interactions with your customers in a single location and enables you to track, monitor and react efficiently. Remember, it is use of knowledge that gives true power, and Auria allows you to make use of your pool of knowledge in ways that traditional systems simply cannot manage.
Every order, invoice, return, credit, refund, write-off, bounced cheque, charged back credit card transaction or other type of account activity is recorded in a historical journal.
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View full trading histories while simultaneously processing sales orders.
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Trading History size limited only by available storage.
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Each history element has drill down availability to the source document.
The integrated ledgers summarise and log all financial transactions between you and your customer.
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Credit control history, turnover and aged balances are all available instantly and are updated in real-time as orders progress through the Auria system.
You can enter any amount of free-text note information against the customer account. This allows the operators freedom to record additional useful information that cannot easily be categorised but is none-the-less important to your trading relationships.
Using Auria Workplace, you can track all email communications, company-wide, against your customers. You can also create personal contact lists, schedules and have a complete planner system available.
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Letter templates can be built in Auria so that standard correspondence can be generated and recorded against your customer records.
