RezExpert’s Notes & Tasks allows you to assign unlimited amounts of notes and tasks to a pet or owner record. Record email & phone calls, create tasks for office & kennel employees and set the date this task needs to be completed.
Automated and manual custom designed follow-up messages are an important part of a successful CRM system to maximize owner interaction, property loyalty and help raise revenue. Managing resort data and keeping track of all contacts with both is essential to grow your business effectively and to manage communication efficiently.
CRM FEATURES AND GUEST MANAGEMENT
Track all guest interactions with the RezExpert CRM feature. Every communication with a guest, property or owner can be stored in the system, associated with the guest, property and/or the owner. Log emails sent and received, phone calls and any other type of interaction. All information is kept in memory for easy retrieval at a later date.
UNLIMITED TASKS AND NOTES PER GUEST
RezExpert allows you to assign unlimited amounts of Notes and Tasks to a property or owner. Every time an email is sent or received, a phone call is made or received; a detailed note should be added to the record. Set a task for employees into the future i.e. “Call Mrs. Jones to remind her of the outstanding payable on her monthly fees” Set the date this task needs to be completed.
ADDING TASKS & NOTES
Make new Tasks or Notes and assign them to a property, an owner or an employee. You can also edit existing notes. Updating them but not deleting previous entries is allowed to keep the audit trail intact.
MANAGE TASKS & NOTES
Each employee can view their task list when they login to the system. Managers can view overdue and incomplete tasks to follow up and make sure issues do not arise. Run reports on how many tasks are outstanding, when they should be complete and who should have completed them.
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