Customer Relationship Management - CRM

Your database that stores all customers and club members

Detailed Customer Data base in unified vinCreative DataHub CRM Detailed Customer Data base in unified vinCreative DataHub CRM

Customer Profiling

Create new customer records by quickly storing information including contact details, marketing segmentation data, assigned discounts or campaigns, transaction history and much more.

Dive deep into your business data to identify statistics, trends, and insights. Track KPIs, export reports, and gain real-time insights allowing better business decisions to be made by staff and management.

Dynamically Search for Customers in CRM Dynamically Search for Customers in CRM

Customer Search

Quickly find any customer record using powerful filtering tools including keywords, names, preferences, tags, date ranges, membership status, and purchase history.

Improve marketing campaign personalisation, sales and customer service delivery by capturing client preferences, consumption habits, interests, behaviours, demographic, geographic and psychographic data.

Save time and improve efficiencies within one source Save time and improve efficiencies within one source

Single Source of Truth

Empower multi-channel sales and customer service across all business units. Minimise wasted admin time and improve data quality.

Management tools for staff tasks Management tools for staff tasks

Staff Activity Management

Staff can create and assign calls, add tasks to others for action and completion to ensure important duties are not forgotten.

Document Upload and Management Document Upload and Management

Document Management

Provide company wide access to documents stored against customers, staff, business partners and distributor profiles.

Create transactions on behalf of customers Create transactions on behalf of customers

Manually Create Invoices

Create and manage invoices against customer accounts, view debtor reports and reconcile payments.

Everything in One Place

Easily find everything you need to manage your business in the one solution