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› Customer Relationship Management
Points of Sale System
You (Broker) have your own website to interface with customers and generate leads.
Customer Relationship Management Overview
Where can I find inquiries from my prospects contact form and chat?
How can I find a specific request from my customer?
How can I reply to customer requests?
How do I know about rating customer give me?
Can I turn off rating system?
Can I create new email list with customer in customer request page?
How can I send email to many/ all user in my customer request list?
How can I add new borrower?
How can I see borrower detailed profile?
How can I find a specific borrower on my list?
What is mailing list?
How can I turn on/off mailing list feature?
How can I create a static mailing list
Where can I see all email I sent to my customer?
How can I resend email to customers?
How can I filter my email?
How can I add new email template?
Moso Software, Inc.