Customer Relationship Management (CRM)

Agent CRM

Working with systems that allow you to run your business more efficiently and transparently is a joy – having the answers your customers want within a quick search or couple of clicks is what we have come to expect.

Our standards-compliant cloud software suite is used to manage all the communications needs of a knowledgable company, including; a shared calendars, staff scheduling, project management, company documentation and many other industry-specific features all available through any internet browser, tablet or smartphone.

Give your clients an exceptional service, with knowledgeable customer service staff having all the information they need on; colleagues notes, staff availability, client sales, projects, tasks, meetings, calls, billings and accounts; and for clients to check the status of the work you are undertaking for them online, with the option to receive updates every time their work is updated.

Spend more time on giving an excellent service and less searching for information. Keep a full audit trail of all communications, from email, phone calls, meetings and progress discussions. Full reporting is available to view online or in print, that can be used at the end of a job to support your billing.

Contact us to book a demonstration to find out how our CRM implementation can help your organisation be more organised – turning interactions and knowledge into brand value and quality of service.