Record Customer Information With Our CRM

Make sure your customers receive the communication they deserve

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    Please check our Privacy Notice For more details on how we process and protect your data.

    Build Lasting Relationships With Our Asset Management CRM Solution

    Manage your customers, make sure they receive the communication they deserve and create customer relationships that every organisation aims to achieve.

    Our Client Relationship Management module is all about happy customers – making sure your service stands out from the crowd every single time.

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    Centralise Customer Information With Ease

    Add customer information into our CRM module and match orders to user profiles. View order updates and make changes to profiles when needed, ensuring the correct information is always included. Eliminate duplicate user information with our advanced search facility that has to be used before new user data is entered.

    Update Customer Information Anywhere

    Make alterations to customer profiles on-the-go. Updates to vital customer information, sales orders or activity statuses can be completed out in the field, providing real-time Pro-Cloud updates.

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    Key Features

    Centralised client details incorporating custom attributes

    Simple or advanced call logging options for inbound and outbound client calls (call VOIP integration required)

    Feedback systems

    Integrated client messaging via SMS & email

    Full activity management with CRM

    Marketing campaign support for both email & SMS communications

    And that's not all... benefit from

    Automated activity updates

    More effective client interactions

    Historical customer lifecycle

    Easier data analysis

    Decreased data processing

    Happier customers – increased customer retention

    A complete communication trail

    Book a Demo




      Please check our Privacy Notice For more details on how we process and protect your data.

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