Client Management / CRM

Client information is also completely integrated with the COATS system. COATS ties the client to all necessary employee, job order, and payroll records for easy processing.

The Client records screen is the starting point for entering and editing client information. Client numbers are automatically computer generated and the listing appears in alphabetical order.

• The Client screen offers an unlimited amount of space to record valuable information detailed to each Client
• Tracks payment history through the AR button, open, closed and all invoices
• Send invoices electronically via .pdf attachments
• Built in collection letters
• GM / GP Calculator attached that include your Worker's Compensation rates for true client quotes
• Built in sales letters to streamline documentation of CRM
• Editable Client reports providing fast response time to customers
• Strong contact management features for all departments

The open field on the client screen offers an unlimited amount of space to input valuable information detailed to each client. For example, dress requirements, special benefits arranged for the client, directions to the company, payment information, collection calls, and more.

Many clients have special hiring procedures they expect to be followed. Drug tests, credit and background verifications, math and English tests, dexterity tests, etc. All of this information is easily accessible from the client records.

Additional buttons allow the tracking of Sales, Accounts Receivables, Gross Margin / Gross Profit, Directions, Reverse Searching, Mail Merge, and Employees.

Because time is money, let COATS save you time!

For a 30 day trial CD and demo, please contact us online, or call us at 800.888.5894!