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(RECAP) Master Your Sales Pipeline & Unlock Customer Lifetime Value

See how RLM's Customer Management Module can help improve your sales, organization, and provide high-value reporting for your business.

By Alexandra Wittner Feb 16, 2024

Retail Lead Management (RLM) is the flooring industry's #1 customer relationship management (CRM) software. To help retailers run the most efficient business, we've recently made the Customer Management Module available to all users! This powerful tool can help you track all interactions across leads, contacts, and companies while making important information easy to find and improving how your store communicates with customers.

Key Features:

  • Customer Management: RLM now goes beyond managing individual leads to managing entire customer relationships.
    • This includes capturing and organizing information about companies, contacts, and interactions across multiple leads in one place.
  • Linked Contacts and Companies: Leads can be linked to individual contacts (based on email addresses) and companies.
    • This structure allows for a more holistic view of customer interactions.
  • Company and Contact Management: You can create, edit, and manage companies and contacts within RLM.
    • Now you'll be able to add notes, files, and tasks specific to each company or contact.
  • Centralized Information: All customer information (leads, contacts, companies, notes, files, tasks) is stored and organized in one central location, making it easy to access and update key information.
  • Access Restrictions: For additional security and controls, system admins can restrict access to specific companies and contacts.
  • Email Tracking: By including a unique email address in the "CC" line of your emails, you can track those communications within the specific contact record.
  • Data Exports: You can easily export lists of companies, contacts, or leads for further analysis, reporting, or sharing.

Looking For More Help?

The Customer Management Module in RLM provides your business with a comprehensive and powerful tool to improve how you manage your customer relationships.

If you'd like to see how this module can help your flooring store, check out our help video here!

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