Customers are the organizations with whom you do business and your employees interact to perform some pre-defined activities. EFFORT allows you to capture all the data about your customers and create personalized workflows to improve efficiency and elevate the customer experience.

The application allows you to:

  • Define customer types
  • Maintain customer hierarchy
  • Add/Import customers
  • Export customers
  • Moderate customer creation process
  • Customize fields
  • Define Activities