Join Cynera
The Client module centralizes customer management by securely storing client data, transaction history, and product or service purchases. It supports client-specific discounting and offers easy access to records for efficient, personalized engagement.
Client
All your clients in one smart Hub
Features
Client data
- Store and update client information
- Track business changes with client history
- Build and nurture long-lasting partnerships
Client purchase overview
- Access client purchase history anytime
- Instantly view client details with card access
- Gain insights to adjust business strategies
CRM
- Apply special discounts for trusted partners
- Automate discount inclusion during invoicing
Client notes
- Never miss key meetings, dates, or follow-ups
- Capture and organize important information
Your next step starts here!
Talk to our team to see how Cynera can be tailored to your specific needs.