Customer Management for Business Central

Improve customer satisfaction and close more deals with the critical customer information you need. Quickly access sales history, open orders, and related documents on your path to delighted customers.

A complete customer management platform, built to grow your business.

Ever receive an important phone call and not know what to say? That’s the uncomfortable feeling that sales reps and CSRs often have when they rely solely on their ERP system for information. With Cavallo, your sales reps and CSRs won’t be stuck asking themselves:

  • Where’s the customer’s order?
  • What’s the customer’s outstanding balance?
  • What products do they typically buy?

Cavallo’s Customer Management module puts the highest value information right at your users’ fingertips. With Cavallo, you’ll easily find open orders, shipping documents, order history, payment methods, and more. Your users will burst with confidence as they quickly and clearly answer customer questions. Because Cavallo works seamlessly with Microsoft Dynamics 365 Business Central, you’ll enjoy these benefits without the expense, time, or complexity of integrating a separate CRM system.

However you measure customer satisfaction, it’s about to go up! With the Cavallo Customer Management module, your company will experience these benefits:

  • Happier customers
  • More repeat business
  • Fewer phone calls
  • Efficient, happy employees

Expand your BC toolkit

Combine Customer Management with our Order Entry, Order Management Dashboard, Order Management Workflow, and Credit Card Processing products. Department leaders, sales representatives, and CSRs gain end-to-end visibility into every document in the system. Nothing slips through the cracks with Cavallo’s Customer and Order Management solutions.

Other Business Central products:

Download Customer Management Fact Sheet

The Most Efficient Customer Management System for Microsoft Dynamics 365 Business Central

Happy, satisfied customers make everything better. Our Customer Management module fits perfectly with BC, so your team can quickly shift into the fast lane. With Cavallo, your sales and CSR teams will get a huge boost in productivity and proactivity. Here are some key features:

Modern, efficient user experience

  • Simple customer information updates and additions
  • Customizable views
  • Short learning curve
  • Tablet-friendly interface for outside sales

Rapid information access

  • Open orders, status, and related documents
  • Addresses, contacts, and full profile
  • Historical orders
  • Archived documents
  • Integrated payment processing

Built for BC

  • BC is the single-source of truth
  • No synchronization required
  • Easy BC access from Cavallo
4.7
Google getApp Capterra

“It has allowed me to see what items we’ve quoted to which customers, and did they move forward with it… and why?”

CSR Manager, OSIS
Michelle Doll CSR Manager, OSIS

DO MORE WITH BUSINESS CENTRAL

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