QuickBooks® Inventory
Control and Business
Management Software

ACCTivate! your customer service
Manage customer service precisely, consistently across the organization

Customers are the backbone of any business, so keeping them satisfied is important. ACCTivate!’s customer service features will keep your customers delighted and help maintain strong customer relationships.

Envision that phone call from your customer.

Within seconds of answering the phone virtually all of that customer's information can be directly in front of you in ACCTivate!. The customer's record in ACCTivate! will allow you to easily answer and fulfill their request and impress them with minimal effort.

Customer service representatives, sales personnel and others across virtually all business channels can have immediate access to an abundance of information that can ensure high quality customer service, which includes, but is not limited to the following:

> Personalized customer service: Service ticket management, customer communication tracking, escalations & alerts, reminders & collaboration, customer information repository, return merchandise authorization (RMAs), custom fields, search capabilities

> Sales order management: Customer information & detailed purchase history, credit status, customer service history, ACCTivate! Quick Quote, convert quotes to orders with 1 click, shipment tracking, mobile sales orders

Quickly access all necessary information prior to sales calls, issuing quotes or accepting orders.

> Credit collections & receivables management: Customer credit information management, credit limits, automated credit management, collection notes, promise to pay recording with alerts, billing dispute recognition

Sort & prioritize collection accounts, research account history, customer contacts and communication history, promise to pay history & dates

Efficient receivables and credit management is critical for optimizing customer relationships, minimizing risk and maximizing cash flow. ACCTivate!'s comprehensive credit management system places proactive tools in the hands of credit managers.

Additionally by using the ACCTivate! Business Activity Management add-on feature, each customer service case can be documented and tied to the people, products, time, and incidents that are key to satisfying customer requests.

ACCTivate! is unique in the small business market in that it not only provides a complete inventory accounting capability, but gives you the opportunity to efficiently maintain solid customer relationships through readily available information that your company needs in order to satisfy daily requests.

If you are an existing customer and have not already implemented a customer service capability with ACCTivate!, please contact our implementation team to get started.

For those that do not have ACCTivate!, please contact a sales representative at (866) 877-1311 for more information.

Visit the ACCTivate! website for more information on Customer Relationship Management in ACCTivate!.