Customer Relationship Management (CRM)

The CRM (Customer Relationship Management) module maintains a central database of all your customer, prospects and third party contacts. Details need only be input or updated once and are immediately available to all your authorised staff, saving both time and money:

• Track your regular customers' visits to your restaurant(s)
• Reward customer loyalty by offering personal discounts

Take advantage of all of Halo's other CRM features:

• Plan and track activities with contacts (e.g. Meetings, Phone Calls, E-mails)
• Send emails directly through Halo - no more copying, pasting or forwarding your emails to colleagues
• Maintain allocations of your contacts across your sales team
• Work through customised "hitlists" of contacts
• Oversee your sales teams' activities
• Coming Soon: Create and progress campaigns
• Coming Soon: Review sales conversions from your campaigns

Remember Halo can integrate with your existing CRM or Accounts system to reduce re-keying of information and those mistakes that always seem to happen.