Customer management via the reservation system

All customer data in a clear overview

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

A core function of the reservation system is to easily record customer contact moments, such as telephone conversations or email conversations. These can be linked to the customer manually or automatically. If you already use a CRM system, you can easily import your existing customer data to i-Reserve.

You can also create an overview using customer statuses. Create statuses yourself and link them to your customers, so that you can, for example, distinguish between active and inactive customers. This can also be applied to businesses, where company accounts can be linked to customer accounts. This way you can group multiple customers under one company, which provides more overview 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 removing a company from the customer. Customer accounts can also be linked together.

Importance of customer management in a reservation systems

The i-Reserve reservation system also offers a user-friendly and flexible way to enter customer data within the CRM function . The system is designed with both the business and the customer in mind, so you can find the right balance between obtaining 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 needed for a customer and what is needed for an employee who enters the customer data. The system also offers the option to request additional contact information, such as multiple email addresses or telephone numbers.

Customers can then create a user account themselves or you can create one for them and link it to their customer account. With this account, customers can view and/or adjust their own reservations. If you want to send mailings, surveys or newsletters, you can do so to an entire group of customers at the same time at the touch of a button.

The customer dashboard in i-Reserve is fully customizable, so you can decide what information you want to see. You can set different filters, for example by age of the customer. This dashboard can be set up per user, so that each user can only see the customer information relevant to him or her. This flexibility makes the i-Reserve reservation system a valuable tool for effective customer management.

Financial possibilities

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

You can enter the financial details of your relations, such as IBAN, BIC and payment method. This provides a streamlined approach to managing financial transactions with your customers. i-Reserve can use the business entity as a billing address, which contributes to the efficiency of the billing process .

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

And finally, with the i-Reserve online reservation system you can filter all data so that you have a clear overview of the finances. This makes it easy to understand your financial balance so you can make more informed decisions for your business. With these functions i-Reserve makes the management of financial information within the CRM simple and efficient.

Try i-Reserve now for 30 days and see what it can do for your company

In short, by using an online reservation system you can organize the customer system a lot more efficiently and save a lot of time. Try i-Reserve 30 days and see for yourself what it can do for your company.