eKo CRM, your customer contract management software
Record all your current service contracts and find them again in a single click.
- Several types of service contract available
- Customer commitment set up with the billing frequency of your choice
- Related interventions linked to each contract
- Contracts linked to the equipment sold to your customers
- Dynamic generation of your contract documents
- Automatic weekly reminders for contracts reaching their end date
Keeping track of contracts and contract renewal dates is far from easy and can lead to lost customers, a financial risk and even a legal risk. Lost customers, because customers who are not contacted at renewal time may be tempted to switch provider; a financial risk, because losing customers means losing revenue; and a legal risk, because depending on your trade, you could be held liable for a lack of follow-up.
Add to this the fact that poor tracking of contract renewal dates inevitably leads to missed sales opportunities, and it becomes clear that it results in lost customers and lost new contracts.
And an Excel spreadsheet is not enough to put this right.
eKo CRM® gives you better visibility of your customers' contract renewal dates (and your suppliers'), so that the right people in your company are informed at the right time of an upcoming renewal and can take the appropriate action.
Record your contracts and schedule reminders for upcoming deadlines, automatically receive the details of the contracts due for renewal, retain your customers effectively and get the most out of customer loyalty.