| Interactions Features | Description | Benefit |
| **CRM Module** | Control communications to all areas of your business from sales to support to after sales service | Happy customers Increased company customer base |
| **Customer Activities** | View all information relating to a customer interaction via emails sent, memo notes, time logs, support logs, checklists, Bookins | Easy tracking of customer and supplier communication. |
| **Alerts** | Creating of alerts against various documents, customers, suppliers, stock items and many more | Instant notification for staff to be aware of notes against areas of concern |
| **Reminders** | Allows a user to capture a list of items which need to be completed | User can keep a list of items outstanding to complete and tick off completed items |
| **Contact and Networking Setups** | Create multiple lists of contacts and general database lists for marketing purposes. Once a customer purchases one can promote the contact to the customer list | One database controlling a list of general contacts and networking lists |
| **Bookins** | Keep track of client assets coming in and out of your office | Customer stock control within your company |
| **Sales Leads** | Tracking of presales for sales representatives. Check status of customer progress within the sales cycle Check value of sales pipeline | · Control of sales leads will equal to greater closure of sales for the business |
| **Time Tracker Clocks** | Clock into the system with clock in and out on App Use Barcode scanning to clock onto jobs | Speed up capturing of time via barcode and clock in Promote clocks to time logs |
| **Time Logging** | Log Time at customers. Promote this to an invoice. Keep track of time at a client Promote to a job cost | Excellent for Consultants, Technicians, Field and Production staff, Accountants, developers and any company capturing time against clients |
| **Support Logging** | Log Support enquiries from customers. Allow automatic support logs via email from a client. | Keep track of support calls from customers. Control issues and handle enquiries |
| **Checklists** | Create multiple checklists of procedures Add photos and indicate whether tasks are complete | · Control of workflow for tasks to be completed by staff member · Prechecks to a job · On the job process checks |
| **SMS Mailing List** | This gives the ability to create SMS mailing groups from information within the application. | SMSs can conveniently be sent to SMS mailing groups directly from within the application. |
| **Email Mailing List** | This gives the ability to create mailing groups from information within the application. Email lists can be exported to Mail Chimp | Emails can conveniently be sent to mailing groups directly from within the application or from an external program called Mail Chimp |