Business platforms
Customer Relationship Management CRM
Every lead, customer, conversation and request in one view, from first contact to after-sales service. Sales, service and management finally look at the same customer.
What it covers
Inside CRM
Leads, customers, applications and service requests in one view, from first contact to after-sales.
Sales pipeline
- Automatic lead capture
- Lead scoring and routing
- Sales funnel tracking
- Quotes and follow-up tasks
Customer service
- Unified customer view across channels
- Tickets and service levels
- Real-time support notes
- Escalation rules
Lending and applications
- Application tracking
- KYC verification
- Automatic document requests
- Approval workflows
Communication
- Click-to-call and auto-dial
- Automatic call logging
- Bulk SMS and campaigns
- Email templates
Insight
- Real-time dashboards
- Agent and branch performance
- Collections and portfolio views
What changes
What changes for your organisation
No lead lost between teams
Every enquiry is captured, assigned and followed up, whichever channel it came in on.
Context on every call
Whoever picks up sees the customer’s history, open requests and documents.
Faster turnaround
Applications move through checks and approvals automatically instead of waiting in inboxes.
Pipeline visible to management
Live dashboards replace weekly status spreadsheets.
How we deliver it
Delivering CRM, stage by stage
Five stages, with your team involved at every one.
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Understand the operation
We map how work, money, information and decisions move through your organisation today.
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Design the connected model
We agree the target processes, the systems involved and how they exchange data.
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Implement and integrate
We configure, build, migrate data and connect each platform to the rest of your environment.
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Adopt
User acceptance testing, role-based training and a supported go-live.
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Support and improve
Ongoing support, upgrades and reporting improvements as the business grows.
Ready to connect CRM?
Tell us how your organisation works today. We’ll show you where the connections are missing and what joining them up would change.