Alerts
In Customer Relationship Management (CRM), alerts are notifications or messages that CRM systems generate and send to users or stakeholders based on predefined criteria or triggers. These alerts are designed to keep users informed about important events, tasks, or changes within the CRM system. Easy Profit provides Alerts for the following:
Warranty Maintenance:
This feature involves option to fix the reminder date for maintenance and assign calls to Engineers based on it. It also displays the warranty customer’s details with the maintenance due date,Customized option to filter the pending maintenance list and the report export option in Excel or PDF format for any duration.
Warranty Expiry:
Our CRM system provides a robust solution for efficient customer warranty management that proactively displays customer details as warranties approach expiration, facilitating prompt action. Users can effortlessly personalize the warranty maintenance completed list, adapting it to their preferences. The system also allows for hassle-free report exports in Excel or PDF formats. It empowers businesses to pursue warranty customers for AMC conversions, fostering lasting customer relationships, revenue growth, and enhanced customer satisfaction and retention.
AMC Maintenance:
The AMC maintenance provision in our CRM software simplifies maintenance processes with features like fixed reminder dates, minimal data entry, and call assignment to engineers. Its user-friendly dashboard displays pending AMC reminders, customer details, and offers customization options. It also facilitates report export in Excel or PDF format and highlights AMCs nearing expiration for proactive tracking by service managers.
AMC Expiry:
For AMC's that are going to expire,our CRM software efficiently manages Annual Maintenance Contracts (AMCs) by displaying customer details with expired AMCs and offers customization options for the AMC maintenance completed list. Users can easily export reports in Excel or PDF formats. Additionally, the platform supports follow-up actions to extend customer AMCs, ensuring continued service satisfaction and renewals.