Much of customer management is down to communications, and eFiling undertakes a lot of the communication needs automatically. Whether it's thanking your customer for their order, updating them with the progress of an order, through to delivering them their new company documents. These messages are sent to your customers at the appropriate times when they are needed.
Our system also reminds your customers when their Annual Returns are due, when their accounts are due, and also with our Service Manager module will remind your customers when a service they have with you is approaching renewal. All these messages are sent using templates you design and control, in your own branding from your email address. Even though it is the eFiling platform taking care of this all for you, it is hidden behind the scenes and the customer will be receiving the messages from your company.
eFiling also includes simple CRM tools that allows you to keep notes and messages against customer records, their orders and their companies. You can also view a customers order history and their financial transactions with your company, as well as get instant checks against Companies House of their companies. You can also store contacts within a customer's organisation, and Emulate a customer when needed to assist them with any orders or other actions. These tools help you stay ahead and informed when dealing with your customers, especially if you have more than one person who may be looking after your clients.