Customer Management Feature Guide

Customer Management Made Easy

 

Sideline Pro’s suite of customer management tools streamlines tasks that might otherwise slip through the cracks. Note: Some listed features are only available on iOS, with new features being added to Android soon.

Professional Contacts

A separate contact list for your business lets you know when work is calling and helps you prioritize your inbound communications. Import existing contacts or add new ones at your convenience.

Contact Tagging

Add customizable tags to your contacts—like “VIP” or “Lead”. Then, search for those unique tags in your contact list to easily locate them.

Number ID

Always know who’s calling. We’ve integrated a reverse phone number lookup service so you can see the names of unknown callers and create new contacts quickly.

Contact Panel

Automatically save customer contact info and take notes about your conversation the moment it ends. That way, you’re always prepared for your next meeting with them.

Notes

Capture important customer information in the moment, when it’s fresh on your mind. These notes are saved into your contact details so you can easily see what you discussed with your customer at a later time.


This is just the beginning. We’re currently developing new features and working to enhance existing features to better your business. If you have any questions or need help in the meantime, our Support Team is always available.