The AYLICRE Guide: Give a New Dimension to Your Customer Management
Manage your business according to your actual needs, activating only what is useful to you today and evolving your environment as new needs arise. This user guide introduces the essential modules of AYLICRE: each operates independently while communicating with others to give a new dimension to your customer management.
Customer Record: A synchronized client notebook across all your devices
Synchronize your client notebook across all your devices to streamline tracking with ease. Each client record consolidates useful information for your team, accessible both from the office and on the field.
Invoice: Generate your invoices with one click
Generate an invoice with one click directly from a client’s record, without re-entering information already saved. The invoicing remains connected to the client’s history for consistent follow-up, from quote to payment.
Agenda: Integrate scheduling with invoicing
Integrate your schedules with invoicing for optimal activity tracking. Manage your team’s time efficiently, keep control over ongoing tasks, and automatically collect information directly into the corresponding client files.
Cloud: Automatically organize photos and documents
Automatically organize photos and documents of each of your clients in a secure cloud space. Each intervention gradually enriches the visual and documented history of your client relationship.
Email: Automatically inform your clients
Send emails to your entire client base to keep them informed about the latest news from your company. Also notify your clients about upcoming interventions and the sending of their invoices without leaving your management environment.
Ready to put it into practice?
Now that you know the essential modules of AYLICRE, test them concretely through our interactive demonstration, discover our offer in detail, or consult our prices. For any questions, contact us directly.
