Select a feature below to view more information:

Customer Relationship Management (CRM)

Build stronger, longer lasting relationships with your customers using our customer management features. EZFacility provides quick access to all critical customer data including, address and contact details, photos, membership history, billing history, communication history, check-in history, training and program registration history.

Key Functionality Includes:

  • Store detailed customer information
  • Send emails and track all communications
  • Billing, invoicing and payment tracking
  • Show training packages and sessions remaining
  • Program registration history
  • Track areas of interest and client categories for targeted marketing
  • Customizable client assessments
  • Photo ID, Key tag, or biometric (fingerprint) check-In
  • CRM Functionality such as:
    • Track Past, Current, Tasks, Calls, Emails, Communications for clients individually
    • Schedule Future activities (Tasks/Calls/Follow-ups) and assign to your staff
    • Custom contact categorization
    • Report on completed, open and in progress activities and communications
    • Automated email reminders of currently due and overdue tasks

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