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 the easy recording of customer contacts, such as phone calls 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 into i-Reserve.

Additionally, you can create an overview using customer statuses. Create your own statuses and link them to your customers, allowing you to distinguish between active and inactive customers, for example. This also applies to companies, where company accounts can be linked to customer accounts. This allows you to group multiple customers under a single 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 to the customer. Customer accounts can also be linked to each other.

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 function . The system is designed with both the company and the customer in mind, allowing you to find the right balance between obtaining important information and respecting the customer's time and privacy.

In i-Reserve you have complete control over the information you request from customers. You can determine which information is mandatory and which is optional, and you can distinguish between what's necessary for a customer and what's needed for an employee entering the customer information. The system also offers the option to request additional contact information, such as multiple email addresses or phone 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 edit their own reservations. If you want to send mailings, surveys, or newsletters, you can do so to a whole group of customers at once with a single click.

The customer dashboard in i-Reserve is fully customizable, allowing you to determine the information you want to see. You can set various filters, for example, based on the customer's age. This dashboard can be configured per user, so each user can see only the customer information relevant to them. This flexibility makes the i-Reserve reservation system a valuable tool for effective customer management.

Financial options

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 your clients' financial information, such as IBAN, BIC, and payment method. This provides a streamlined approach to managing financial transactions with your customers. Furthermore, i-Reserve use the business entity as the billing address, contributing to the efficiency of the invoicing process .

Another 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, for example, they can link this profile to their account. The discount will then be automatically applied to every booking they make.

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

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

In short, using an online reservation system can make your customer service much more efficient and save you a lot of time. Try i-Reserve 30 days and see for yourself what it can do for your business.