Riiqo Customer

Customer Management Upgraded to Easy!

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Features

Customer
Page Features

DYNAMIC DRAG & DROP

Create your own experience. Drag and drop as many field types as you need to manage customer information.

Tagging for easy search

Tag customers for easy search and sort. Tag different lead types that automatically import from your website.

History of changes

Full history of all things Customer is always there for you to keep accountability

Milestones

Create Customer processes and follow them through the most important steps. Automatically notify your customers as they progress.

Invoice, Collect & Record

Invoice With Riiqo

Quickly create invoices from scratch. Send them to your customers and let them pay from the invoice portal, with all details recorded for you in transaction history.

Use with quickbooks

Connect your Quickbooks online account with RIIQO and automatically record your transactions the way you like. Or invoice through Quickbooks using the Riiqo system.

Transaction history

Riiqo will automatically record and save your transaction history. See all your transactions, including point of sale with beautiful, easy to read charts.

Record in quick books

Plug in your processor and give your customers an easy way to pay. Find out about their experience with customer reviews and assure a good experience.

Choose your processor

  • We are integrated with some of the most popular processors used today, including: Square, Stripe, Paypal, and Quickbooks.
  • You can collect card information with your customer face to face and complete the full transaction with just a few clicks.
  • Send an invoice to your customer and have them pay from a remote, secure window. We will save all the necessary data you need about your customer purchasing.

Use existing shopping cart

  • We integrate easily with Shopify, and Woo Commerce to make your product search and check out simple and familiar.
  • Are your products already in your processing account? We can pull your products from those accounts as well, ensuring that your inventory is up-to-date in real time.
  • Automatically update the products that were purchased in the right categories you already use in Quickbooks.

Not Just Calendar Features You Need, But The Ones You Want

With a full integration of Google Calendars, you will feel right at home. You can create a task in calendar and see how your employees are doing at getting the job done.

Add Notes

Repeat Event

Set Reminders

Invite Members

Add Unique Colors

Connections

Having customers in context with others that are affiliated with them is nice. With connections you can do just that. Simply add a connection, and access their info inside the customer’s profile.

Visualize your
Company’s Footprint

With Google Maps integration, you can see where your success is coming from. We give you multiple ways to break down the map which ensures you take care of the areas where your company is growing the most.

See where the largest concentration of your customers are so you can focus on the right areas when it comes to sales and customer service.

Favorites

It’s nice to save favorites. Save time, and access your favorites from your customer page, with a click instead of searching.

Complete History for Accountability

Make sure that users are accountable for what they are doing with your customers. An ongoing history is available so you always know what’s going on.

Get Started With Riiqo Today

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