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Reflect is a database application intended to manage customer information. The tool gives you the possibility to store and retrieve important information, such as client accounts, contact information, to-do-lists, events, notes and phone call registers.
Reflect has an easy-to-use interface, with tabs that allow navigating straight to the desired features. In this respect, there is a dashboard for quick access to your account and business data. Fortunately, it lets you manage multiple companies if you need to. Other tabs are Account, Contact, Lead, To-Do, Event and Suite. For each tab, there is a list on the left with shortcuts to the different elements.
Luckily, Reflect allows sharing information in various ways. This includes printing and exporting selected information in the PDF format. Moreover, it supports collaboration by allowing to upload data to the cloud or sending reports over email. In this respect, it is also excellent that it allows web access from other computers or portable devices.
The application can help you manage most basic information you need to manage contacts, sales campaigns as well as quotes and proposals. However, it regrettably lacks some of the features you can find in other tools. For instance, it does not allow providing customer support, managing surveys or tracking referrals. Neither does it come with call center management, document management and product catalog features.
In general, Reflect can help your organization provide better services personalized to your customers, which increases their satisfaction and loyalty. Therefore, it is essential in making informed decisions in client management. The product is available in two versions: Basic and Plus. Luckily, it is possible to try it at no cost.
- Easy to navigate
- Allows sharing data in multiple ways
- Supports web access
- Does not allow customer support, managing surveys or tracking referrals
- Does not come with call center management, document management and product catalog features