CRM

Our CRM (Client Relationship Management) can help marketing, sales, and customer service people find, win, and grow profitable customer relationships. Fully integrated with the Case Management solution, it gives you a complete view view of both clients and prospects, including their relationships with other parties. Together they provide a full picture for your business development, marketing, and servicing needs from the moment of first contact through to better serving your established and valued client base.

Using tools that your staff are familar with the CRM allows your firm's staff to track all client and prospect communications and interactions quickly and easily, to:

• Quickly access to customer’s information
• Mount efficient marketing campaigns
• Better follow and convert leads into customers
• Reduce customer service answering time
• Centralize and share customers information and create a shared knowledge base
• Produce reports on all customer activities

It will support the need for Meeting, contact and Diary Management, with:

• Full integration with Microsoft Office and Outlook
• Centralised calendaring for all events and activities
• Events can be scheduled in Outlook and accessed centrally
• Workflow to ensure all pre and post activities are completed and attendees notified
• Collaboration for production of meeting agendas, materials etc.
• A full history of all meetings and materials
• Prompts for post meeting notes and minutes