Saved terms & preferences
Do you have VIP clients who get a discount? Are some of your clients tax exempt or requiring specialty terms and conditions? Assign these details to clients or companies and we'll autopopulate on their future contracts.
Reporting by client & business
Track your top businesses and clients so you can properly assign discounts and more! Our reporting is easy to sort and customize, so you can track everything with a few quick clicks.
Emails with your client (and your team) automatically are logged and organized on each different event. Plus, you can see the last time a client received and opened a quote or message so you never lose track of where you left off.
Assign specific files- diagrams, maps, tax exempt certificates, and more- to individual contacts, companies, or venues. Goodshuffle Pro will automatically suggest your files for top notch organization.
Bonus: when a client sends you a file, it will be automatically tagged to their contact, making the process even more seamless!