The CXM offers a centralised Customer and Lead inquiry and information interface - visits, calls, emails etc.
Track your interactions and keep on top of follow-ups.
Fully integrated with automated subscription and letter generation.
Includes a Bulk Email feature for distributing marketing or news information.
Up-To-Date
With CXM you can keep on top of client correspondence, view all activity in one place.
CXM keeps a history of all interaction quickly viewable at the touch of a button.
A Contacts tab allows for multiple client contact details: manager, accountant, office person and so on
Group clients by Products - for targeted mailings
Set automatic follow-up reminders
Assign follow-ups to specific users
Record results
CXM streamlines all correspondence and interaction in one place with an easy to view timeline of client activity.
Save Time & Automate
With CXM you can activate automatic billing for regular fees, subscriptions, service contracts and so on.
- No more trying to remember who gets what
- Set up Active Billing Letter templates for quick mailing
- Bulk email to one or many
- Email activity is automatically generated in client particulars
- Plus so much more...
