Leads

unitwise

Track Follow-ups

  • Create detailed call notes to help you remember the conversations you’ve had with your leads.
  • Schedule follow-ups from your lead’s profile that will automatically be updated on your UnitWise Calendar.
  • See past call notes so that you do not miss a beat when meeting with leads.
  • Access client contact information, beauty profiles, and purchase histories in seconds.
  • Access client contact information, beauty profiles, and purchase histories in seconds.
  • Adding new customers is quick with the ability to sync customers with InTouch, creating more time for you to go out and secure more customers.
  • The bluk edit feature allows you to manage your entire client database at once make it quick and easy to update client information./li>
Deborah

Deborah:

Hi! I have lots of customers and I'm very excited about that, but managing all my parties and appointments has become a real chore. Can UnitWise help me keep track of my customers' birthdays and anniversaries?

Hero at UnitWise:

It most certainly can, Debora! Just run the birthday or anniversary report from the designated report section of your account and you will have a list for your celebrations.

Hero at UnitWise
Deborah

Deborah:

Would I be able to use it for mailing post cards?

Hero at UnitWise:

You will be able to run a report to generate address labels for birthdays or anniversaries. They can be printed on adhesive labels via UnitWise's Mail Merge feature, either in Microsoft Word or Avery.com. We have excellent videos explaining this process step by step if you need further instruction.

Hero at UnitWise

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