Customer Relationship Management (CRM)

Agent CRM

If you’ve never had the joy of working with systems that allow you to run your business more efficiently and transparently, the best way we can describe a good CRM system is; it’s kind-of like Microsoft Outlook and Exchange and Access all working together seamlessly but for your whole company and accessible through a web-browser – it really just makes a lot of things easier!

Our standards compliant online software package is used to manage all the communications needs of an efficient, dynamic company, including; a shared calendar, staff management, project management, email, document management and many other custom modules built for specific industries all available through any internet browser, including your Blackberry or iPhone.

The system enables you to give your clients an exceptional service, with knowledge by all customer service staff of all the information they have permission to see relating to; 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 automated status emails every time their work is updated.

Spend more time on giving an excellent service and less searching for missing information. Keep a full audit trail of all communications, from email, phone calls, meetings and progress discussions. Full reporting is available 24/7 to view online or in a printable format that can be used at the end of a job to support your billing.

Typical Organisations that can benefit from Agent CRM

  • Accountants
  • Architects
  • Advocates
  • Estate Agents
  • Financial Advisers
  • Insurance Companies
  • Media Agencies
  • Recruitment Agents
  • Solicitors
  • Trust Companies
  • Property Management

Contact us to book a demonstration and find out more on how Agent CRM could help get your organisation seamlessly organised and turn staff interactions and knowledge into business information and continuity of service.