Customer Relationship Management
The Customer Relationship Management module is one of the core modules of the iHire
Software®. iHire Software CRM combines both vendors and customers in one screen
because most vendors eventually become customers and many customers become vendors.
iHire Software CRM give users real time comprehensive information about a customer/
vendor address, contact details, business type, customer class, Commercial registration
or personal identification details. The system maintains the information related
to a customer’s employees who have represented their company.
Credit Control
The authorized system users can set/ change the customer’s credit limit and credit
period after viewing the customer’s information, hiring and payment history.
The credit control system checks the pre-set credit limits, outstanding invoices
and un-billed contracts to inform the sales staff at the time of making new contracts.
The credit control system holds the delivery when the credit limits are exceeded
and a managerial approval will be required before the delivery is possible.
Integration
The CRM is fully integrated with the Document Management System to show copies of
customer’s commercial registration or Personal identification. It also shows all
sent, approved quotations, and incoming emails, faxes.
The CRM is fully integrated with the Rental Management Module. The system users
can view and follow up the entire customer’s running contracts and view the customer’s
hiring history.
The CRM is fully integrated with the Invoice and Payment Module. The system users
can view and follow up the customer’s outstanding invoices and view the customer’s
payment history.
The system has a feature to assign a single or multiple staff to maintain the customer
relationship profile. The customers reports and follow up portals are available
to the designated staff.
Reports
List of the un-allocated customers.
List of the expired CR/ CPR.
List of the remaining contracts for a customer.
List of the pending deliveries for managerial review.
Review managerial action.
Applicable Businesses
This module is suitable for any equipment, car rental, and leasing companies. It
can be used by companies having multiple business divisions, branches in multiple
cities, and countries.