Customer Profile

Attracting customers is the primary goal of your business because it is the customer who creates the demand for your services. Businesses often compete with advertisements or by lowering prices to attract customers. Happy customers are expected to continue using your services. It is crucial to closely monitor the relationships you have with customers, often asking for their feedback to learn whether new products should be created or adjustments made to what is currently offered.

Customer Service

Customer service, the process of ensuring customer satisfaction with your service, is one of the most important aspects of the seller-customer relationship. Loyalty in the form of good reviews, referrals, and future business can be lost or won based on good or bad customer service. Customer service has moved in recent years to real-time interactions that utilize automation, chats, social media, text, and other means of communication.

Customer Profile

Capture customer information and connect regularly to keep your business top of mind. Cleantie offers a very sophisticated customer profile to track your customer's details. To provide better customer service, use a customer profile to create a special price list, assign a specific discount, make special requests notes, or add an urgent memo. Use CRM notes to track each incident or complaint about the customer.

Add details, including birth date, wedding date, and loyalty program details, to keep an accurate view of your customers and send targeted marketing campaigns to connect with them.

Use Cleantie's custom-made preferences options to track a customer's preferences for better customer service. Options like Starch Type, Shirt Folding or the type of Detergent being used help your business and shows your customer you care. 

Save time and money while giving great customer service by using the Cleantie automated SMS and email notification system by recording the customer's mobile phone and email.

Customer Insights

Associate customer profiles with purchases and gain insight into your customers’ habits. Translate insights into discounts or loyalty program offers for your loyal customers, and upsell based on your customers’ preferences.

Lookup Customer

From Cleantie's Main menu, select Check-in, Check-out, or Invoice Utility to lookup customer.

Use the Search Icon to lookup a customer by a specific search type. Select Recall to recall the previous customers that were served. Select "+New" to add a new customer without searching.

Use Telephone number, email, customer id, or name to lookup customer. The customer list is reduced as the data matches the search criteria.  If the customer is not found, you get prompted to create a new customer.

Use the Edit (man) icon to edit the customer's profile. Select the Email icon to send an email to the customer. Click on the customer to complete the transaction.

Edit Customer Profile

If a customer profile already exists in Cleantie, then you can edit its information on the fly. From the customer search screen, select the Edit (man) icon to update the customer's profile, or from the Check-In screen, click on the customer's name to edit the customer profile.

Charge Customer 

House Charge Accounts allow your customers to accrue a balance for the services they receive that can be billed and paid for at a later date. Charge customers are sent a statement at the end of the month and can pay by credit card or check. To setup a charge customer, edit the customer's profile, select ''Payment'', and select ''Charge'' from the drop-down menu.

You can send personalized statements to your customers that contain their house account balances. House Account bills can be sent directly from the back office console. To send an account statement, please refer to the Statement section. 

COF Customer

COF customers are referred to as customers that have a credit card on file. COF Monthly- allow your customers to accrue a balance for the services they receive that can be billed and paid at the end of the month. Regular COF Customers are charged automatically to the card on file during the check out process. 

To setup a charge customer, edit the customer's profile, select ''Payment'', and select COF from the drop-down menu. Enter credit card details.