Customer Relationship Manager

Alert offers a number of features to help you manage your client relationships. If you want to go all in, we integrate with Zoho CRM.

Communication made easy

Whether mass emailing from the Document Center or linking to your favorite survey tool, Alert makes it easy to automate communication the way your customer wants to get it. Add an unlimited amount of personalized contact information for every client record, and use it to build relationships.

crm

Software doesn’t solve problems. People do.

Alert is committed to being your business partner – not simply a vendor.

Customer Contacts

A dedicated customer contact database allows for individual emails, phone numbers, addresses, and notes. Choose if you want a contact included on mailings.

Tasks

Scheduled reminders can be created from the customer database or the ticket database. Link the tasks to Outlook, or have them emailed to you automatically.

Ticket and Customer Alerts

Automatically text your clients about upcoming pickups or reservations, overdue contracts, past due invoices, and credit limit notices.

Surveys

Link to any popular survey tool to see how you did on any given job, or in any given time period. Surveys can be sent based on dollar amount, and can be sent via text or email.

Zoho CRM Interface

If you’re ready to take your customer relationship management to the next level, Alert integrates to the popular CRM application Zoho. Use this powerful sales pipeline tool in harmony with Alert to manage your sales cycle. You can use Zoho to manage leads and only import them into Alert when they become customers, keeping your database clean.

View and import key contact information such as names, address, email, phone numbers, and more; handle important task and reminders; look at notes to see where the sales cycle stands. Information is shared bidirectionally so relationships with your customers can be managed in either place.

Request a demo

Ready to learn more? One of our expert Application Consultants will customize a demonstration specifically tailored to your business.