Customer management with E Pro helps you organize all the details of your customer relationships in one place for a complete view of the people you do business with. Plus keep track of business critical information such as spending patterns, average mark-ups etc to improve your marketing effectiveness.

Customer management within E Pro helps keep new customer referrals coming in and existing customers coming back, creating a continuing cycle of positive results.

• Manage relationships by keeping everything - phone numbers, e-mails, conversation notes, meeting and activity history, documents, social media profiles, and more
• Search and instantly access the exact customer relationship details you need using the most basic keyword search to a more advanced field search
• Be more productive by scheduling and tracking meetings and activities. Tasks roll over if not complete, can be cleared, and appear as history with your customer relationship details
• Sell more by tracking each sales lead through the sales process where you can capture detailed progress notes, include your products and services, and see the probability of close
• Measure results using 50+ reports and dashboards, or for deeper analysis, send most reports to Microsoft® Excel® and use connections to third-party report writers
• Share and secure relationship details across your business with data-sharing options for teams of multiple sizes, and set security by employee profile and customer information