Phonon CRM

Phonon gives authorized Alliance team members one place to manage customer accounts, service work and growth. Built for account managers, sales reps, general managers and install teams, Phonon keeps every client's details current and puts the accounts that need attention in front of the right person. ACCOUNTS • See each account's sites, machines, contacts and contracts in one place • Add accounts, sites and contacts, with roles, decision makers and the best way to reach them • Record which services each site uses and who provides the rest • Every change is logged with who made it and when CONTRACTS AND RENEWALS • Record contract terms, renewal type, notice periods and end dates, and attach the signed copy • See upcoming notice deadlines and renewals before they arrive BREAK ROOM AUDITS • Walk a site and capture the point of contact, photos, products, machine condition and other providers • A checklist shows exactly what is left before an audit is complete AT-RISK ACCOUNTS • Accounts that need attention are flagged with the reasons behind them • Next actions are ranked so the most important work comes first DAILY WORK • Tasks, visits, scorecards and call logging, from your phone or a desk Access is administratively provisioned, and each person sees only the business units and information their role allows. Phonon is intended for Alliance business operations; an authorized account is required.