Customer Call Logs

RM Pro: Unleash the Power of Customer Call Logs

Rug Retail

Rug Services

Every customer interaction is an opportunity to build stronger relationships and grow your rug business.

Problems that we Have the solutions

1

Effortless Logging

Effortless Logging

Log call details quickly and easily after each conversationCentralized

2

Information Hub

Information Hub

All your customer call logs are stored in a central location within RM Pro. This eliminates the need for scattered notes or sticky messages, making it easy to find past interactions and customer history.

3

Improved Customer Service

Improved Customer Service

With detailed call logs at your fingertips, you can personalize future interactions and provide a more comprehensive service experience. Imagine referencing a past conversation to address a specific customer inquiry or concern.

Software Customer Call Logs Work space

Frequently asked Questions

Define access privileges, track user activity using logged transactions, and prevent unauthorized malicious activities

Can I import customers into RMPro from Excel?

Yes, if you have your customers in an Excel spreadsheet, you can import that file into RMPro to pre-load your customers, or just load additional customers at any time. Also, over time, you can do an Address Verification (usually with your post office) to update / correct your customers’ contact information.

What types of invoices can be made in RMPro?

RMPro supports several different invoice types for different purposes. You can create a basic sale (stock inventory), approval (try before you buy), consignment (to customer), back order (from vendor), custom order (for something that doesn’t exist), services (cleaning, repair, etc.), and layaway (keep on hold for customer). You can also create a quotation for nearly all those invoice types.

Can RMPro process credit card payments?

Yes, RMPro’s POS has a fully functional credit card processing ability. Currently supported is the TSYS Merchantware solution. We will be adding BlockChyp and others, soon. Please contact the RMPro Support team for more information on this capability.

Can I reprint old invoices in RMPro?

Yes, every transaction created in RMPro is saved in detail, so at any point in time, you can refer to it and print it out again. Invoices have a special option which can restrict your users from printing invoices older than a certain number of days, to prevent fraud or customer disputes.

Can I backdate old transactions in RMPro?

Yes, every transaction you create in RMPro can be backdated to the original date (and time) that it actually happened. This is important when entering historical information, not only for the customer invoices, but also for purchase orders (inventory) because RMPro does extensive checks to make sure it’s really possible to do certain transactions at a given time. For example, if you received an item in RMPro on today’s date and tried to invoice that item to a customer dated 1 week ago, RMPro will not let you because the item didn’t exist in RMPro 1 week ago.

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