Customer Management via the Reservation System

All customer data in a clear overview

The i-Reserve online reservation system offers a wide range of CRM options designed to help you maintain a clear and detailed overview of your customer relationships.

A core feature of the reservation system is the ability to easily record contact moments with customers, such as phone calls or email conversations. These can be linked to the customer either manually or automatically. If you already use a CRM system, you can easily import your existing customer data into i-Reserve.

In addition, you can create clarity using customer statuses. Create your own statuses and assign them to your customers, allowing you to distinguish between, for example, active and inactive customers. This can also be applied to companies, where company accounts can be linked to customer accounts. This allows you to group multiple customers under one company, providing greater clarity and better insight into customer-company relationships.

In the customer dashboard, you can quickly see which company is linked to a customer and take action accordingly, such as adding or unlinking a company from the customer. Customer accounts can also be linked to one another.

The importance of customer management in a reservation system

The i-Reserve reservation system also offers a user-friendly and flexible way to enter customer data within the CRM feature. The system has been designed with both the business and the customer in mind, so you can find the right balance between gathering important information and respecting the customer's time and privacy.

In i-Reserve, you have full control over what information you request from customers. You can determine which information is mandatory and which is optional, and you can distinguish between what is required for a customer and what is required for a staff member entering the customer data. The system also offers the option to request additional contact information, such as multiple email addresses or phone numbers.

Customers can then create their own user account, or you can create one on their behalf and link it to their customer account. With this account, customers can view and/or manage their own reservations. If you wish to send mailings, surveys, or newsletters, this can be done with a single click to an entire group of customers at once.

The customer dashboard in i-Reserve is fully customisable, allowing you to decide which information you want to see. You can apply various filters, for example by customer age. This dashboard can be configured per user, so that each user only sees the customer information relevant to them. This flexibility makes the i-Reserve reservation system a valuable tool for effective customer management.

Financial features

The i-Reserve reservation system offers the ability to integrate financial information within the CRM feature, giving you a clear overview of your customer relationships.

You can enter the financial details of your contacts, such as IBAN, BIC, and payment method. This provides a streamlined approach to managing financial transactions with your customers. Furthermore, i-Reserve can use the company entity as the invoice address, contributing to the efficiency of the invoicing process.

A unique feature of i-Reserve is the ability to assign discount profiles to your customers. This means that if a customer is entitled to a fixed discount on every booking, that profile can be linked to their account, so the discount is automatically applied to every booking they make.

And finally, with the i-Reserve online reservation system you can filter all data to give you a clear overview of your finances. This makes it easy to gain insight into your financial position, enabling you to make better-informed decisions for your business. With these features, i-Reserve makes managing financial information within the CRM simple and efficient.

Try i-Reserve free for 30 days and see what it can do for your business

In short, by using an online reservation system you can organise your customer system far more efficiently and save a great deal of time. Try i-Reserve for 30 days and discover for yourself what it can do for your business.