Customer management

With the standard CRM in i-Reserve you can easily record customer contact, such as phone calls and email conversations. You can manually link these to the customer or have them process automatically. Already have a CRM? Then easily import all your existing customers from your current system into the i-Reserve reservation system. Create an overview with customer statuses. Create them yourself and link them to your customers. For example, think about distinguishing between active and inactive customers. Do the same with companies. Link company accounts to customer accounts. You can add multiple customers under a company so that you know they belong to that company. In the customer dashboard, you can see at a glance which company a customer belongs to and immediately take action. This includes adding or unlinking a company to the customer. Link customer accounts to each other. For example, if it's a married couple or if the children are from the same household. You can also set the preferred language for each customer so that they receive emails in the correct language.

You can also import your financial data into the CRM. For example, enter your client's financial details, such as IBAN, BIC, and payment method. i-Reserve offers the option to use the company entity as the billing address. Store payment information for each customer. Perhaps some customers receive a discount on every booking. Assign a discount profile to the customer so they receive the same percentage or amount off every booking. You can also filter all data from i-Reserve to get a clear overview of their finances.