Make sure your customers receive the communication they deserve
Centralise all Client or User Information with our CRM
Book a Demo
Build Lasting Relationships with our Asset Management CRM Solution
Manage your clients or users, make sure they receive the communication they deserve and create relationships that every organisation aims to achieve.
Our client relationship management module is all about happy clients – making sure your service stands out from the crowd every single time.
Centralise User Information with Ease
Add key information into our CRM module and, where applicable, match sales 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 asset management updates.
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
