CRM

Manage all of your company’s relationships and interactions with your customers and prospects.

CRM has document management & client management features to give the user a complete picture of the available clients. Events can be logged against a contact and appointments sent to their own calendar. All documentation can be assigned to a contact and then retrieved giving the user ultimate convenience.

Enhanced letter writing abilities enable report packs to be included with letters. Periodic or ad-hoc report packs are generated, collated and printed or sent to the on-line portal, depending on the client's preferences.

  • Letter Writing
  • Event Management & Calendar Integration
  • Document Management
  • Client Management
  • Enhanced Letters & Report Packs