Customer Records & Prospects

All you need to know about a customer on one page.

Customer Advance Search Search for customers easily with customer advance search. Categories Sort your customers into Gold, Silver or Bronze. Live Sage Sync No need to import contacts. Contacts from Sage are updated to @spire in real time

The Customer Dashboard

@spire Customer Dashboard

Historical Sales Data See relevant customer history including delivery addresses, historical invoices etc.

Accounts contacts See who to contact for accounts.

Trade contacts See who to contact for sales.

Key Data Understand your customers better and improve credit control with predictive ordering, date of last order and order gaps

Notes & Reminders Add notes & reminders to allocate responsibilities for sales support and customer service.

Outlook + Invoice Sync Email customers and/or invoice orders straight from the dashboard.

Customisable fields A wide range of relevant and customisable fields to assist in sales support.

Quotations View full quotation details and edit, delete, email and/or print them straight from the dashboard

Top 20 Products See your customer’s top 20 products in the last 12 months. 

Prospects

Keep all your current prospect data on one page.

Advance Search Find prospects by date, Account Ref, Name, Email, and/or Telephone.

The Prospect Dashboard

@spire Prospect Dashboard

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Accounts contacts See who to contact for accounts. Trade contacts See who to contact for sales. Notes & Reminders Add permanent/temporary notes & reminders to allocate responsibilities for sales support and customer service Key Data View sales estimates to support budgeting. Customisable fields A wide range of relevant and customisable fields to assist in sales support. Convert to Customer Convert a prospect into a Customer (with automatic replication in Sage.) Import/Export Records Import large volumes of records e.g. from mailing lists to create individual prospect records. Archived Prospects Archive and restore prospects to keep the Prospect list up to date.