Okappy’s unique networked approach means you can easily connect to your customers and subcontractors. Unlike more traditional Customer Relationship Management (CRM) systems. With Okappy, if your customer updates their contact details, this will automatically update their details within your connections tab.
To keep track of your customers details, see when customers were added, import your data into programmes such as Mailchimp and create beautiful customer dashboards, you can generate a report showing all your customer details.
To generate a customer report, follow the steps below.