Alerts based on customer Criteria Need to stay informed of payment delays or low client communication? Now you can, set triggers in Ingenious.CRM that email or alert you whenever this these criteria arise.

Never lose touch with your clients Automatic alerts let you know of client neglect, often the cause of membership resignations. Be on top of activities, let the system alert you and retain and build your membership.

Outlook Exchange Alert folders When the system issues and alert, it will create a folder in Public folders, under the name and place relevant company information within. I.e. List of members that have not paid within 30 days. You can either email them from Outlook individually or have this as your startup folder in Outlook.