Customer Relationship Management
Organisation and Customer Information
Communication History Tracking
Utilise our advanced interaction log feature to effortlessly monitor every call, email, and meeting with your clients. With all communication history neatly organised and easily accessible, you can maintain a comprehensive overview of client interactions.
Customisable Dashboards
Gain valuable insights into customer interactions and key performance metrics with our customisable dashboards. Tailor your dashboard to display the most relevant information, providing a comprehensive view of customer engagement and satisfaction.
Task and Calendar Management
Streamline task assignment and schedule management to enhance productivity and organisation. Assign tasks, set reminders, and facilitate meeting scheduling for better coordination and time management across your team.
User Permissions and Security Measures
Customer Relationship Management
Our CRM solution captures and organizes vital customer and supplier details, including contact information and company details, in one convenient location. It tracks communication history with an advanced interaction log, providing a comprehensive overview of client interactions. Customizable dashboards offer insights into customer/supplier engagement and key performance metrics. Task and calendar management streamline task assignments and scheduling, enhancing productivity. Secure access to customer information is ensured with role-based access controls and data encryption measures.
Organisation and Customer Information
Effortlessly capture and organise all vital details about your customers in one convenient location. Manage client relationships with a seamless solution for storing essential customer data, including names, contact information, company details with multiple locations, and key contacts.
Communication History Tracking
Utilise our advanced interaction log feature to effortlessly monitor every call, email, and meeting with your clients. With all communication history neatly organised and easily accessible, you can maintain a comprehensive overview of client interactions.
Customisable Dashboards
Gain valuable insights into customer interactions and key performance metrics with our customisable dashboards. Tailor your dashboard to display the most relevant information, providing a comprehensive view of customer engagement and satisfaction.
Task and Calendar Management
Streamline task assignment and schedule management to enhance productivity and organisation. Assign tasks, set reminders, and facilitate meeting scheduling for better coordination and time management across your team.
User Permissions and Security Measures
Ensure secure access to customer information by implementing role-based access controls. With customisable user permissions, you can manage access levels and restrict sensitive data as needed. Additionally, prioritise the security of customer data with data encryption measures to safeguard sensitive information.