Back to Stream-Line

Is your team frustrated by your existing CRM solution?

• Provide your team with a solution that is part of their daily operation and delivery process to your clients.
• Update any client with the latest information on all tasks and/or activities within seconds.
• Capture generic client information (e.g. names, contact details, e-mail addresses, etc.) or use custom-defined fields and an extensive notes section, for other details.
• Record and manage all commitments made to, or made by, the client.
• Access any client's electronic folder containing all information and electronic documents.
• Access real-time audit trail of all communication between clients and staff (phone calls, e-mails, faxes, etc.)
• Send personalized e-mails or sms's to keep clients updated, reduce the number of queries recieved, time spent and overhead costs.
• Do a mail merge to send clients or business partners personalized messages on birthdays or to notify them of sales, special events, etc.