About InVue

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Beyond Customer Account Management

Fully secure, inVue allows your customers 24/7 access to their account information. inVue integrates with Cargas Energy software, working in real-time with two-way transfers to write back to the account database. Your customers can retrieve their information easily, giving your employees more time to build your business. inVue includes:

  • Customer Look-Up
  • Detailed account management
  • Automated customer reminders and notifications
  • Dynamic, customized content fields
  • Email capture
  • View balance and previous transactions
  • Easy online payment
  • Support for secure credit card information storage and automatic recurring billing
  • Service contract status and enrollment
  • Budget plan calculator and enrollment
  • Automatic consolidation for multiple account holders
  • Marketing integration and seasonal reminders
  • Service and tune-up scheduler
  • Request delivery
  • Show delivery history
  • Customizable for other account data as requested

 

inVue Integrates with All Your Customer Programs

  • Price protection enrollment
  • Risk management
  • Loyalty rewards programs
  • Bill presentment and payment solutions
  • Social media, email and text messaging programs
  • Diversified services cross-marketing

Integrated New Customer Enrollment

With inVue, enrolling new customers just got incredibly easy. inVue can integrate with your account management software to create a new customer. The system will walk the new customer through a simple step by step process, collecting all of the information that you need to do business.

  • Automatic write-back to Cargas pulls current information and updates with new accounts
  • Replicates your printed credit application and contracts
  • Automatically takes new customers through the enrollment process in minutes
  • Collects all required account information:
    • Contact information
    • Delivery location
    • Tank and fill pipe locations
    • Billing information
    • Employer and credit information
  • Confirms applicant is not already customer
  • Confirms service area
  • Checks credit rating and approves or disallows (based on company-set parameters)
  • Allows for custom messaging at all steps
  • Auto-saves continuously for follow-up on incomplete applications
  • Enables one-time orders or full enrollment
  • Can include customer enrollment in Price Protection, Budget, Service and Loyalty programs
  • Integrates with online payment gateway for immediate completion contracts
  • All accounts are subject to company approval
  • Automatic write-back to Cargas or other customer account management software

Learn More!

Find out how to bring your customer account services online and inVue! Call PriMedia at 800-796-3342 for your FREE inVue Customer Account Management consultation, or click Schedule a Demo above.