CXM - Customer Experience Management

(an optional module)

A integrated module to manage your current and potential customer interaction

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CXM - Keeping it All Together

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...
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