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    Customer Management Feature in Track New

            TrackNew’s Service CRM Customer Management feature is how you manage client details, offering a centralized hub for personal and business information, interaction history, and more. With a simple data table, you can easily sort, filter, and search records. Additionally, automated reminders for due payments help you stay on top of financial obligations.

    • Sales / Services

      Track all your sales & services using our software.

    • B2B / B2C

      You can choose between B2B or B2C as needed.

    Why Choose Track New for Customer Management

    This software is ideal for industries like retail, finance, healthcare, B2B services, and real estate. It helps manage customer profiles, track interactions, payments, and keep important client information organized—all in one place.

    • Click to Customer Info
    • User-Friendly
    • Easy to Navigate
    • Search Option

    Key Features of Customer Management - Track New

    1. Customer Details

    TrackNew offers a centralized platform to manage all your customer information in one place. Key features include:

    • Personal Information: Store names, contact details, addresses, and communication preferences.
    • Business Information: Track company names, industry types, and business addresses for B2B clients.
    • Interaction History: Record meetings, calls, and emails to maintain continuity and better understand customer needs.
    2. Simple Customer Data Table

    Easily manage customer data with our user-friendly table:

    • Customizable Columns: Display only the details you need, such as contact number and account status.
    • Sorting and Filtering: Sort and filter records by name, status, or date.
    • Search Functionality: Quickly locate specific customers with the integrated search bar.
    3. Customer Due Details

    Stay on top of financial obligations with TrackNew’s due details feature:

    • Outstanding Payments: Monitor overdue payments with clear records of amounts and due dates.
    • Upcoming Due Dates: Track future payments and renewals to avoid missed deadlines.
    • Automated Reminders: Set up reminders for upcoming dues to ensure smooth operations.

    TrackNew’s Customer Management feature, you can efficiently manage customer information, stay on top of financial obligations, and enhance your overall customer experience. builds stronger, more meaningful relationships with your clients.