Manage Customer Relationships

All Customers at Your Fingertips

With Itinio, you've got instant access to your customer records always. Sort your lists by type, status, sales, or virtually any metrics you select.

Get started quickly by importing existing customer data directly into Itinio from virtually any database format (e.g. Excel, Access, SQL). Your Itinio Account Manager handles the process for you during setup.

Flexible Contact Structures

Microsoft Excel Format

Select the data you need - such as daily sales or inventory reports - and export them easily in Microsoft Excel format for use as you need.

Every Itinio system comes with a standard set of pre-built reports relevant to the transaction type. Custom reports, formatted to meet your needs are set up by experienced Itinio Account Managers based on your company's processes.

Unlimited Data Striping

Sort Customers Easily

With new customer records being added and amended constantly - from website forms, call center contacts and external lists - Itinio makes sorting your growing customer lists easy.

Customer records can be categorized by any type, status or transaction. All records are additive providing unlimited history and time stamping.

Extract customer lists into any number of formats including Microsoft Excel - for use in mail merge documents, manifests or rosters.

Simple Mass Communication Tools

Stay in Contact

Built into Itino are robust email distribution tools that allow authorized users to select any or all customer (or associate) records and email communications. Itinio supports both text and HTML email formats.

Itinio is also integrated with popular email toosl for mass email marketing. Our template libraries include newsletter and press release formats tailored to Constant Contact™, Exact Target™ and iContact™ email marketing providers.