Customers
Keep customer details in one place, and follow up on enquiries and tasks.
8 articles
- GuideAdd or import customersAdd a customer by hand, bring in a whole list from a spreadsheet, and find your way around the customer profile.
- GuideChoose which messages a customer getsTurn email, SMS, WhatsApp or app messages on or off for one customer, and see how customers unsubscribe themselves.Needs the Basic plan or higher.
- GuideEmail marketing with MailchimpConnect Mailchimp, add your leads to a Mailchimp audience, and see how your email campaigns did, all from BytePhase.Needs the Standard plan or higher.
- GuideFollow up on enquiries with leadsSave every enquiry as a lead, plan follow-ups, and turn the lead into a customer, a job or a quotation when they say yes.Needs the Standard plan or higher.
- GuideGive your team tasks with a due dateCreate a to-do for yourself or a colleague, link it to a customer if you like, and track it from To do to Completed.Needs the Standard plan or higher.
- GuideLet a customer sign in to follow their repairsSend a customer an activation link so they can sign in, see their repairs and approve quotations themselves.
- GuideSee your work on the calendar, and connect Google or MicrosoftThe Calendar shows the jobs, tasks and pickups assigned to you. Connect Google or Microsoft to see your own events beside them.
- GuideTrack referrals, and refer other shops to BytePhaseRecord which customer sent you new work, see it on their profile, and use Refer & earn to recommend BytePhase to other repair shops.
Nothing here for this choice. Try "All".