CLIENT SALES DATABASE
This is a very simple yet highly efficient product. If you have a list of clients, and you wish to track their spending (based on categories of products or services), and know when to follow up with them for product renewals or further sales, then this may just be what you are looking for. Have a look.
How the Order Process Works
When you order a standard spreadsheet, it will need to be customised with your company (and possibly personal) name, this means that we need to work on it before sending it to you. We also want to make the purchase process as safe as possible, so we do not have payment facilities online. Here is the process:
- Press the ‘Order Product’ button when you are ready to place the order.
- Fill in the form and click ‘Place Order’. Make sure all the details entered are correct. If you have any discount codes, you can enter them, but they will not show. If you enter an invalid code, we will contact you before sending an invoice.
- We will then send you an invoice, which you can pay. How you pay this is up to you.
- Once we have the money safely in our account, we will then send you the spreadsheet, customised for you.
- If you ‘Opt In’ for upgrades, we will invoice you once a year, on the month of purchase. If you do this, please do let us know if you have any suggestions for upgrades. We often rely completely on client feedback for this, so we are happy to hear your suggestions.
If you are unclear about anything, or if you just wish to chat to us to confirm, please do contact us. Various contact methods can be found on our home page.