9 November 2017 Comments Off on Inline Data Systems November 2017 Newsletter Newsletter
New Features In Inline CRM!
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:
- To print customer down payments, you must purchase blank check stock from your office supply company or local store.
- To print refund check, we recommend purchasing check stock that has a completely different number than your normal checks to avoid duplication of check numbers.
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.
We are going Widget crazy here at Inline! Some of you may have already noticed. Our widgets will be fully released in December 2017 so although they are available now, we are still working out the bugs.
We will be closed for business on the following days in November:
- November 23rd, 2017 – Thanksgiving Holiday
- November 24th, 2017 – Day after Thanksgiving
We’d like to wish you and your family a safe and wonderful Thanksgiving!