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Customer Portraits

Benefits

Since CRM and sales is all about relationships, EBSuite enables you to store / view portraits of your customers. Delivery personal attention to your customers on-sight. Sponsor events for your customers without worry that you won't remember them. EBSuite's financial and real estate investment clients have benefited from this unique EBSuite feature.

  • Increase trust with prospects
  • Increase exposure with customers
  • Build long lasting capital with your customers

Highlights

Customer's Pictures

Enable your entire team to treat your customers like a friend. Simply import and store your customer's picture in their contact record (.jpg file format). It is available to your entire team. And can even be shown in their customer snapshot which is published at every customer interaction point (sales opportunities, appointments, and tasks).

Welcome Customers with Confidence Host sales events and invite customers with confidence. Its a great aid to remember past events and grow closer.