Customer Relations (CRM)

The power of WinTree® Office Manager: Instantly accurate customer information — every time. There is often nothing more irritating than a supplier who does not remember your name, who always asks you to remind them of your telephone number and then the quotation you have been waiting weeks for them to complete takes an age to materialise.

Then, when you finally receive it, the information is still wrong and no one else in the office seems to know any details of the discussions and agreements that you made. Any customer who has been in this situation may not let you know about it—they will just go elsewhere.

Customer Relationship Management can be a complex subject, with many theories, beliefs and suggestions of best practice. With WinTree® Office Manager, we keep it simple: whatever you agree with your customers, suppliers and contacts is recorded, maintained and visible to the people who need to see it. You agree it – it happens!

WinTree® Office Manager
Any tool that helps optimize your performance, professionalism and reliability with your customer base should be welcomed in any business. WinTree® Office Manager enables you to record what you have agreed with a contact and can alert you to every action you have agreed to undertake. You can see instantly what tasks are remaining and show details of other employees you may need to involve to successfully complete each action – follow-up calls, supporting emails, completing quotations etc. To maximize every opportunity, you need the right action at the right time and that is only possible if you have the most comprehensive and accurate information at your fingertips. This can be achieved with WinTree® Office Manager.