Enable the customer to keep their Storage Manager details up to date.
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Email a secure link to the customer
- Whenever you communicate with your customers, such as sending their renewal invoice, you can include a link so they can check and update their details.
- The link takes the customer to a secure online form that they can access using a computer, tablet or phone.
Customer completes the secure online form
- The customer can make any changes to their existing information.
- They can upload documents such as Insurance or Driving Licence.
- Once the form is submitted, the details are sent to Storage Manager.
Details are updated in Storage Manager
- The customer's existing information is displayed alongside the added or amended information.
- You decide which information will be used to update the customer's record.
- Attachments are recorded and saved in the customer's history.
Monthly subscription £8.00