Get to know your customers and how to keep them happy.
As soon as an order is processed, Brightpearl contact management software automatically creates a customer record. Any subsequent orders are instantly added to that customer’s record. Our CRM software can help you and your staff be more responsive to customer needs by keeping track of the following:- scheduled appointments, notes, calendar activities, phone calls, emails, scheduled reminders and payments.
Get orders out faster.
With customer order and shipping information in one readily accessible place, it’s easy to look up a customer’s order details. Anyone picking, packing and shipping orders can get the information and print out accurate labels in minutes.
Stay on top of customer communications.
Our contact management software lets you send customer emails from within Brightpearl. These communications are automatically recorded and stored within the appropriate customer record. You can use tagging and filters to prioritize customers and set up reminders for regular follow-ups. We also provide a built-in customer portal so your customers can go online and check on the status of their orders.
Target your marketing to build customer loyalty.
Brightpearl enables you to segment your customer data and create personalized marketing. Control segmentation to send emails to customers based on previous purchases, their preferred brands or how long it’s been since you last contacted them. This allows you to promote and sell your products effectively to the right people, at the right time. Our CRM software is integrated with the Mailchimp email marketing platform.
Streamline and refine customer management.
Brightpearl’s CRM software has a range of features to make customer management more efficient and reduce human error. You can accomplish the following tasks quickly and easily:
- Assign price lists to customers
- Bulk update information
- Auto-send invoices
- Setup email templates or quick-notes to speed up customer communications
- View your customers by company or contact level
- Create custom fields for filtering, searching or storing information
- Assign customers to a staff member
- Set pre-defined credit limits for customers
More than just CRM software.
As a fully integrated cloud-based retail management system Brightpearl offers you a lot more than just CRM software