Workflow automation CRM (customer relationship management) app for the professional services firms (finance, insurance, realestate, financial advice, recruitment, project managers).
• Fully customisable and intuitive solution, using visual workflow boards.
• Store information about your clients in one place, accessible from
anywhere, at any time.
• Graphic dashboard display to view team performance metrics and
create custom reports.
• Seamless team collaboration using visual tools, file notes, tasks, live chat, with permission-based access to workflows
• Fast, direct client engagement through a dedicated portal on web or mobile, using integrated email, SMS, VOIP telephony and video chat.
• Clients can enter information, upload documents and comment on any aspect of their deal.
• Automation - as you move through stages of the deal, tasks are allocated to team members and due dates are activated; workflow- triggered SMS and email messages give status alerts to team members and clients.
• Easy document creation and delivery, with deal information entered within your workflow automatically merged with your document templates.
• Automatically gather client’s social profile intelligence to ensure you are in the best position to fulfill their exact needs.