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Where do I start? Please watch the video!


Introduction

Managing a small business and maintaining your customer relationships can be a lot of work, especially if you're super-busy to find the time.

My Centre Office streamlines the entire process making it easy to onboard customers, manage your existing customers and everything in between.

It is a very reliable Customer Relationship Management (CRM) tool you can trust to manage your business and your customers. 




Next steps


✅ Get familiar with your Customer Database by visiting Menu > Contacts > Customers!

✅ Add a new customer, so you can see all the fields you can keep on a customer record including personal details, customer appointments, customer invoices/payments and much more.

✅ Import your current customers into your customer database so you can start connecting with them using the Email/SMS tools in My Centre Office.  Visit Menu > Help & Support > Import Data

Note - Don't forget to click the link on the top of the page to watch the video!