Customer Management Features

Track more than just customer contact info.

MHelpdesk doesn’t just keep track of contact info. It keeps track customer activity, service history, important notes, and much more. If you are still using paper, Excel, or Word, you’re wasting time. It’s time to evolve with a customer database. Getting one setup now easier than ever.

key benefits:

Customer SearchQuick Access To Customers Data.

The MHelpdesk customer database is like a Rolodex on steroids. Store more complete customer details. Quickly search for customer data, and access your customers in the office, at home, or on the road with just a Web-browser.

Customer DetailsLearn About Your Customers.

Do you know what ads bring in the most customers? What types of customers buy from you the most? What your customer’s preferences are? MHelpdesk makes it easy to track these details.

Customer Management - Customer Web AccessCustomers Online Access.

Create a branded customer portal that allows customers to request services online and view their history without ever picking up the phone. This offers a new level of customer convenience, and saves you time and unnecessary phone calls.

Customer Management  - View Past Customer ActivityCustomer Service History.

Have you ever struggled to find information on a past job? Frustrating isn’t it? MHelpdesk neatly stores your customer’s service history into a virtual folder, so you can pull it up quickly.

Customer Management - Inventory Equipmenet TrackingInventory Equipment Tracking.

If you perform services on equipment, property, or customer assets, you need to record information on each item. MHelpdesk helps you track these details using customizable fields. You can even track the service history of these items.

Customer Management - QuickBooks IntegrationIntegrates With QuickBooks.

Are you a QuickBooks user? If so, MHelpdesk can import your customer contact information. Customers added in MHelpdesk can also be added to QuickBooks with just a few clicks. Learn more.