Customer management with easybill
Simple & professional
Use easybill as a customer management tool and keep everything under control – from initial contact through to invoicing.
- Efficient customer management
- Customisation and security
- Time savings and focus on your core business
Trusted by 80,000+ companies & partners
More time for what matters
Nurture customer relationships even better, automate recurring tasks, and save your valuable time.
Customer data managed centrally and securely
Manage your customer data conveniently and flexibly directly in easybill. You don’t need any additional products.
In the easybill customer file, all processes related to your contact are stored centrally. With just a few clicks, you get a complete overview and can even create quotes and invoices for your customer directly from the file.
Automation for e-commerce
A customer management program is a software application or platform used to collect, organise, and manage information about customers. The main goal of a CRM system is to improve interactions between a company and its customers and to build long-term, profitable relationships.
Some of the key functions of a customer management program:
- Contact management
- Sales management
- Communication management
- Task and appointment scheduling
- Analysis and reporting
- Marketing automation
A simple CRM system helps you better understand your customers, increase customer satisfaction, optimize sales, and ultimately improve customer relationship management. It is used across various industries and companies of all sizes to increase efficiency in customer support and promote customer engagement.
Define individual customer groups
With the easybill CRM, you can keep track even with large volumes of data. With the intelligent search function, you can access customers, transactions, or products in record time.
The numerous filter options can be linked with each other. This allows you to categorize your data reliably exactly the way you need it at the moment.
Save time with the import and export function
Of course, easybill also accepts external CSV or Excel datasets. To do this, you use the convenient import function directly in easybill.
When exporting customer data as CSV, you have numerous configuration options. With just a few clicks, specify exactly which customer records and data fields you want to export.
Create the customer directly in the invoice
Invoice templates and customer management are efficiently linked in easybill. When you create an invoice for a new customer, easybill automatically creates the entry in the CRM in the background. You don’t need to open a new form for that.
The customer’s specified VAT ID is automatically checked for correctness when entered.
Deduct cash discount and discount
In addition to the usual customer master data, you can also store all important additional information in the easybill CRM. For example, you can assign special cash discounts, discounts, or payment terms to individual customers or customer groups.
Because the data is stored centrally, all employees can access this information from anywhere. This effectively prevents mistakes and incorrectly issued invoices.
Analysis of the highest-revenue customers
Use the many filter functions in easybill customer management to learn more about your customers.
This way, you can create a list of your highest-revenue customers in just a few clicks, or use the ZIP code filter to find out which region you should intensify your sales activities in.
Customer management software with top support
Optimize your customer management and boost efficiency with easybill! Benefit from an efficient CRM tool and automated customer data maintenance.
- Secure cloud storage for sensitive customer data
- Automated customer data maintenance and management
- Professional customer management for your company
Frequently asked questions about customer management
Good customer management software should be user-focused and intuitive to make your day-to-day workflows easier. At easybill, we place great importance on a clear user interface that enables you to easily manage and update your customer information.
Logging: Always keep track of past interactions and all customer communication.
Integrated search function: Makes it easier for you to quickly find customer data.
User-friendly contact management: Makes creating and editing customer profiles a breeze.
A customer management program like easybill is the ideal solution for optimizing your business processes. Benefit from efficient customer data management that helps you keep track of your customer relationships and improve customer support.
By automating routine tasks, you save valuable time and can focus fully on your core business. With easybill, you seamlessly optimize your business processes and sustainably increase your productivity.
Using customer management software gives you a central platform for organizing and managing customer information, which significantly increases efficiency in your customer support.
By tracking sales opportunities and interactions, you can optimize your sales processes and respond specifically to your customers’ individual needs.
The customer management software is suitable for companies of all sizes and industries that want to efficiently organize and improve their customer relationships.
In particular, the software offers real added value for sales and marketing teams:
- Easier access to important customer information
- Tracking of sales opportunities
- Optimization of communication
Both small businesses and large corporations benefit from implementing customer management software to increase the effectiveness of their customer support and build long-term business relationships.
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