Compassmax maintains more than 60 fields of information on each customer, giving you an accurate and in-depth profile of your customer base. With a few keystrokes, you can locate inactive customers or new customers. You can also track customers on multiple criteria — including what they've spent and what services they've used.

• Track a customer's year-to-date sales, number of visits and number of pieces as well as previous years’ sales, visits and pieces. 
  
• Monitor customer sales over any time period (week, month, quarter, etc.).
  
• Tailor marketing materials to customers based on their history (type of service, amount spent, etc.).
  
• Contact lapsed customers — Determine who has not been in for a certain period of time and send them a "We miss you” mailing.
  
• Cultivate new customers — Flag a "first-time" customer and welcome them back with a direct mail campaign.
  
• Offer automatic discounts to specific customers (institute a frequent customer discount or a senior citizen discount). You can apply this discount to all items, or choose specific items in your price list on which you will apply the discount.
  
• Tailor customer records with notes that appear on the invoicing screen. They will also print on the customers invoice to remind you of any special concerns or instructions given by the customer. An additional notify message will alert employees of specific concerns regarding an order. 
  
• Maintain a customer's complete mailing address, including two phone numbers. Both phone numbers can be used at the front counter to access the customer's account. 
  
• Store customer’s e-mail addresses.
  
• Keep track of customer preferences (such as starch, hangers or pre-authorized approval for repairs up to a certain dollar amount).
  
• A full-stop flag can be attached to a customer's record to prevent doing business with that customer until a situation is cleared (example: bounced check).
  
• A merge function will allow you to eliminate duplicate customers and combine all ticket history.
  

Produce postcards, mailing labels, and letters based on the criteria you select. With Compassmax you can create:

Telemarketing Lists
New Customer Mailings
We Miss You Mailings
Service Type Comparison Lists
General Customer Sort Lists by Zip Code
Customer Lists by Last Name
Customer Lists by Credit Card
Customer Lists by Charge Account
Group Member Lists
Route Stop Lists
Incomplete Address Lists
Year To Date Sales Lists
VIP Cards
Mailing Labels…and more!

An optional “report writer” is available, allowing you to design
your own reports!