Inline Data Systems November 2017 Newsletter

Automated Check Writing

Our new check management process allows you to print customer down payment checks or customer refund checks in a batch, instead of printing them individually on each customer policy screen:

 

Purchase Confirmation Email Templates

Inline CRM now has 3 templates for purchase confirmation emails. You can send them individually if a customer requests the confirmation or set up an automated email to go out each time a policy is purchased.

If you’d like to have them automatically on every sale, contact us and we will get it set up for you.

Cancel Refund Confirmation Email Template

Inline CRM now has an email that can help reduce charge-backs and customer complaints. The cancel refund template can be sent to once a refund has been issued. It gives the customer the amount of the refund and a time frame for when they should expect to receive the refund. It is customize to give information based on the type of refund that has been processed (credit card or check).

If you’d like to have the emails sent automatically when a refund is issued, contact us and we will get it set up for you.

Inline CRM Reporting App is in the Apple and Google Play Stores!

Inline CRM has taken mobile reporting to a whole new place with an unmatched reporting app. Get all the sales data you need, whether you’re a marketer, administrator or finance company.

Download the app today! All you need to log in is your company Inline URL, your username and password. If you are a finance company or administrator, contact us and we will get a user set up for you.

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