Customer Profile

Managing your customer database is the key to service business success as it allows you to customize your offerings to the customers, know your customer likings and disliking etc. The CRM module allows you to manager comprehensive and detailed customer information which includes their contact details, treatment or service history, bill history are few of them. By looking at the customer wise profitability, you can include the customer in database while running any
Marketing or loyalty programs.

You can customize the customer information form and also store customer images taken during different steps of the treatment to make customer feel of benefits from the treatment or service they have taken. This can also be used as proof and future reference to new customers.
Customer Profile

Enlight helps user to maintain their customer profile with all the details he need. Please refer below


Customer No:
This no give a unique identity to each and every customer. This no will be printed on all sales and service bills, so you can easily identify the customers among with same names and etc.
If user issues membership cards or other types of cards, this no should be printed on cards. By entering the customer no in the text box, user can select particular customer from the window which display the customers based on the entered customer no. Search button should be enabled for search.

Name
It stores merely the name of the customer. User can search a customer with customer name like customer no. This name will be used in account ledgers, Sales and Service bills, SMS Contents.

Date of Birth
User can store customer’s birthdays, it will be used for generate birthday greeting sms

Price List Type:
Enlight gives chance to maintain multiple price lists for home care products. So user can select a particular pricelist for a customer. Price Lists can be created in’Price List Details Window’

Qualification, Profession, Tag:
These are the some more details to help the administrator to understand about the customers.

Martial Status, Anniversary:
User should the marital status from list and a particular customer is married, user can enter the anniversary date. This details will help the administrator to convey her wishes through email

Referred by
If a particular customer is introduced or refereed by a existing customer, we can note that details here.

Address and Contact Nos
This information can be used for sending mailers and sms. The mobile no entered in the first text box will be used for send sms

Family Information
Enlight enable the user to maintain the customer’s family member details also. Based on this data birthday greeting sms can be send to the customer like “
express happy birthday wishes to your son Raja on this 13th birthday”

Available Specials & Eligible Specials
Enlight helps the user to implement privilege plans. User can create privilege plans in “Special Plan” and assign a privilege plan from here. Available Specials table shows the special plans that are avail in the parlor. By double clicking on a particular plan user can assign that plan to the particular customer.

Customer Performance
This table shows the income amount from a particular customer with in last one year, last six months, last 7 days and etc.

No of Referrals
It shows that how many new customers are introduced or refereed to your parlor by a particular customer. It will help the administrator to know and understand the importance of the customer and to decide how to treat him special.


Communication Restrictions
Administrator can decide that types of communication can be made with a particular customer/

Service History 

By click on this button user can view the complete service history of the selected customer.

Purchase History
By click on this button user can view the complete home purchase history of the selected customer.

PV Status
By click on this button user can view the PV Status of the selected customer.