Customers
Introducing our revolutionary Customer Profiles Management app, designed to optimize property operations with unmatched efficiency and simplicity. Our comprehensive solution empowers property managers and operators by seamlessly managing customer profiles for property owners, master tenants, and a diverse range of businesses, including sport clubs, golf clubs, and wellness facilities. Effortlessly create and manage profiles while automating invoicing, account migration, and document uploads. From simplifying account creation to tracking overdue payments and outstanding balances, our app streamlines every aspect of customer profile management. Elevate your property operations with our intuitive interface, robust features, and unparalleled support. Experience the future of property management with our Customer Profiles Management app.
Tan Wei Ming, dossier assembles category, role, contact, documents and balance the moment an account is selected
Unit A-12-03 · account opened 14 Feb 2023
Overdue balance on file| Account | Category | Unit or lot | Balance | Status |
|---|
8 of 8 accounts shown
Recent account activity
Synced to the billing module, so a payment posted there clears the flag here on the same day.
Customers on screen
The management console, captured from the live product.
Customers features
Everything included, in one place.
- User account activity logging (login, password reset, etc.)
- Customer account categorization (property owner, master tenant, business customer)
- Role management within customer accounts (owner, tenant, representative)
- Tracking overdue payments and outstanding balances
- Uploading and storing identification and supporting documents
- Managing primary contact details and login usernames
- Integration with communication channels for correspondence
- Document management for important files related to customers and properties
- Alerts and notifications for important events (e.g., overdue payments)
- Customizable customer profiles with relevant details and preferences
- Integration with other modules or systems for seamless data flow and operation.
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