Customer management

With the standard CRM in i-Reserve you can easily register your contact moments with the customer, such as telephone contact and email conversations. You can manually link this to the customer or have it happen automatically. Do you already have a CRM? Then easily import all your existing customers from your current system into the i-Reserve reservation system. Create an overview of customer statuses. Create them yourself and link them to your customers. Consider, for example, the distinction between active and inactive customers. Do the same with companies. Link company accounts with customer accounts. You can hang multiple customers under a company so that you know that those customers belong to that company. In the customer dashboard you can see at a glance which company this customer belongs to and immediately take action. Consider adding a company or disconnecting a company from the customer. Link customer accounts together. For example, when it is a married couple or when the children come from the same family. You can also set the desired language for each customer so that this customer receives the emails in the correct language.

You can also include your financial data in the CRM. For example, enter the financial details of your relationship, such as IBAN, BIC and payment method. i-Reserve offers the option to use the business entity as a billing address. Save payment information per customer. Maybe some customers get a discount with every booking. Assign a discount profile to the customer so that they receive the same percentage or amount discount on every booking. You can also filter all data from i-Reserve so that you have an overview of your finances.