Customer Relationship Management (CRM)

  • Allows staff to develop and maintain a comprehensive data base of key relationships (Customer; Supplier; Other Stakeholders)
  • Track all Interactions with customers & suppliers
  • Emailing (Individual and Group) - automatically captured as an Interaction
  • Set Reminders for Contracts or other repeating events
  • Attach documents (e.g. contracts and reports) to Customer records
  • Issue tracker - manager can view all outstanding Customer issues
  • Group CRM entries
  • Staff can quickly add Weekly Reports for each customer
  • Search functionality provides simple and effective retrieval of key information
  • Each Customer can be allocated to a pre-defined Interaction Frequency which will alert and track interactions with that customer
  • BCC Email Dropbox - stores email sent to contacts as an interaction
"Helping organisations get their people passionately focused on the priorities that really matter"