Calls, tasks & calendar
Track customer interactions and appointments with ease
Call status and notes
You can categorize each customer’s call status each period or season, which helps prevent missed orders. Reps and admin staff can leave detailed notes for each call
Keep up to date with the Activity Stream, a real-time feed of changes and updates. See call notes, appointments booked, orders placed, and much more.
Assign customer tasks
ShowroomHQ gives you the ability to create customer account-specific tasks that can be assigned to a particular person. Great to ensure follow-ups actually get done.
Automatic email reminders
Cut down on miscommunication and avoid missed appointments by sending automatic email reminders to customers about their upcoming appointment.
All your events in one calendar
Save yourself the trouble of juggling multiple schedules. Add ShowroomHQ appointments to your mobile device, Outlook, Google Calendar and others.
You can track company-wide events such as markets and sample sales on the calendar.