Unlimited Clients and Contacts
Never lose track of your contacts. All contacts are associated with a client record. Enter information once and use it on each quote. |  | 360° Client View
View all client attributes and history on one screen: likes/dislikes, quote history, tasks and notes, financial details, and travel trends. |
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Client Close Ratio/Revenue
Know immediately how hard you need to work for each client's business. BART CRM automatically tracks each client's close ratio and the annual revenue they have generated. | | Client Concierge
Keep client hotels, transportation, and catering preferences at your fingertips. BART Tasks never let you forget a deadline and client notes help you create a robust client portfolio. Show your clients you know them best! |
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Block Charter Accounts
Maintain an integrated account for each client showing the amount of block time purchased. Quickly see the client's balance at any time when quoting and invoicing. | | Client Contracts
Don’t rummage through outdated contract folders to find the client’s negotiated rates. BART CRM not only remembers them, but also applies them to quotes automatically. |
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Credit Holds
BART CRM can replace your current client past due list. Salespeople will be warned if they try to quote a client whose credit status is past due. | | File Attachments
Attach as many files as you want to each client record. Store their original contract or other important documents. Any document attached is automatically available to every one on the system. |
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Notes and Reminders
Keep track of those important client conversations in their profile. If notes are critical, you can flag them to pop up the next time the client is quoted. | | Client History
All activities such as updating a client record, quoting a client, and/or sending a client an email are automically recorded in their history. In just a few clicks, you view a detailed audit trail for a client. |
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Client Import
Transitioning your client information from another system couldn't be easier. BART CRM allows you to quickly and easily import another client file directly into BART. There is no information to rekey. | | |
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