Product description
You will notice the difference once you try it. This tool manages customer anniversaries and reminds you of upcoming dates.
Key features
- Register names and anniversaries
- Automatically sort upcoming anniversaries
- Check who needs attention in advance
- Use it to prepare notices and benefits
Results are organized into tables and charts, making the current status easy to understand.
A good fit for
· People who are not comfortable with computers and need an easy tool
· People who want to spend less time organizing Excel files and other files
· People who find complex programs burdensome and want to finish tasks in just a few clicks
If this is your first time, try following along once with the sample file. From the second time on, it will feel familiar.
