CRM Facility

13120291312029 Member Posts: 16
edited October 2020 in Reckon API

Hi

I am using Reckon Business Range- (Reckon Accounts Premier edition 20) for our small business for Tyre Wholesale and Retail mechanical workshop.

At the moment, I do nothing about CRM, by using this package. Can someone give me any insights as to how I can harness business growth through CRM, by using my current system.

Such as sending reminders when next car service is due, reminders to come and do other mechanical repairs recommended, any special offers, email price lists etc etc

Lilani

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 896 ✭✭✭
    edited November 2020

    Hi Lilani

    Whilst Reckon Accounts is an accounting software rather than a CRM solution, there are some small features that can assist, but these aren't really automatic.

    • Using (Customer) dated "Notes" is a good option as you can use the List "Find" to search database text (eg a specific date etc)
    • There is a "To Do List" feature under the Company dropdown menu - This is basically a dated Note that you can set to "Remind .." you about upon opening your Co File that day.  Unfortunately, this is a stand-alone feature & doesn't link to any List names but the list can be reported on & modified.
    • Another option is utilising the Invoice "Memo" field onscreen for adding service/repair reminders etc. as you can run customised reports to pick up this info.
    • There is a mail merge feature for some basic default Letter templates but you also have the option of creating your own Letter templates there too which you can save & re-use (eg for Reminder mailouts)  This is under "Company" > "Prepare Letters with Envelopes"


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • RavRav Administrator Posts: 9,896 Administrator

    Just adding to Shaz's response, you might also be interested in checking out our Add-on's delivered by our development partners. A CRM option that integrates with Reckon Accounts Desktop is CreateaCRM and is really robust & customisable solution. I'll link some more info below -


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