Customer Visits, Invoices
Customer Visits, Invoices
RockBiz records every invoice and visit. Click an invoice and view all items purchased, date and payment type. Purchase dates are valuable when assisting customers with warranty or wear issues.
CRM Filtering
CRM Filtering
RockBiz promotions enables targeted marketing efforts to relevant customers. It accomplishes this by allowing cumulative filter selections from a comprehensive list of customer data.
CRM Target Form
CRM Target Form
Filtered selections are added to the promo grid displayed here. This grid displays all data available for each person selected. This grid can be copied into Excel and analyzed further. Note the bottom of the page listing responsible staff and when project was last updated.