The DMS DX+ CRM gives you instant access to all important performance metrics & information about your customers, in just a few clicks! Just enter either a customer number or customer name in the Customer Search field, click "Search" and you are presented with a single screen summary that includes:
DX+ CRM Screen Images
- Customer Contact Information
- Receivables Aging with "drill-down" capability to dive even deeper into the invoices that make up their receivables
- Credit Limit Information
- Account salesman
- Customer Rank within your total customers
- Date Account Created
- Maximum Amount Owed in Dollars and by Date
- Last Payment Amount & Date
- Average Monthly Net Sales
- A Dynamic Customer Sales & Returns Graph with drill-down capability
- Notes - The ability to add multiple notes for each customer
- Credits - See all credits issued to the customer
- Purchases - View all purchases made by each customer
For more information or to schedule a demo, contact us by phone at: 1-888-985-2500 ext.207 or send us a message here.
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