Customer Relationship Manager (CRM)
Keep track of customers, conversations and more, all in one system! Stay organized has never been so easy!
Customer Data Storage
Create customer profiles that store all the information you need, all in one place. With our system, you can search for customers, edit or update customer data, and more!
Store Photos and Documents
Need to store before & after photos? Have liability flyers and need a place to digitally store them? We've got you covered. With file storing fields, store photos and files underneath customer profiles.
How Can EmeraldPay's Calendar Feature Help My Business?
Reallocate Employee's Time to Other Vital tasks.
Track Conversations
Store Files and Pictures
Keep Customer Data Organized, Secure and Accessible
Keep Track of Conversations
Inside of customer profiles, keep track of and send SMS and emails directly inside of the customer profile.
Keep Notes on Your Customers
Need a place to store custom notes about a customer? We've got that covered! Create and post notes on a customer's profile to employees or coworkers know about anything the client may need.
Mass Actions Made Easy
Want to send a mass marketing campaign or need to clean up your data base? Use the mass action feature! Add lists or groups of customers to automated sequences, send review requests, and more with just a few clicks.
Office: 1420 Celebration Blvd STE 200, Celebration, FL 34747
Email: info@emeraldpay.com
Site: www.emeraldpay.com