Centralise all Client or User Information with our CRM

Make sure your customers receive the communication they deserve

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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.

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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.

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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