Reaching your customer's information with ease.
Knowing there is one spot for all your contacts can make your work day a lot easier! In the Bento Customer Relationship Manager, you can store key contact information and client details. This can help you in a few different ways:
All your important client data in one place.
You have one place where you can look up contact information, details and notes for the people you know and do business with.
- Access your client data in one location and on-the-go.
- Share any specific client details in our notes section.
Keep your client data safe.
Your clients are entrusting you to keep their data safe.
- Keep all your client contact information secure.
- Securely store contact payment details.
Easily assign tasks for your team.
Teams often need to assign each other tasks regarding a specific contact. If you need to have something done for a client, you can assign tasks to yourself or a team member about that contact so nothing gets forgotten.
- Easily filter key information about your clients to help make better decision for your organization.
- Post notes on clients to keep everyone in the loop.