Powerful Cloud-Based Customer Management (CRM) Solutions for Exceptional Customer Experiences

Monitor real-time trends in your organisation with comprehensive reporting tools that give you the confidence to accelerate your decision making.

• Fully-integrated financial reporting
  Make informed decisions faster with online reporting. Available in HTML, PDF, Excel and Word so you can quickly share your reports with others.
• Interactive Dashboards
  Displayed in an interactive visual format, dashboards provide you with customised views of key information in real time.
  
• Personalised Reporting
  Access customised views of information to suit your needs, with personally designed dashboards.
• Instant Insight
  Keep track of your progress with instant visibility over your KPI and score card dashboards.
  

Automate your sales process and improve the efficiency of your sales teams by providing them with the contacts, opportunities and activities that influence the sales decision.

• Integrated Workflow
  Streamline your order processing by automatically triggering status changes, updates, notifications and more.
• Configurable Order Types
  Make processing requirements easier with redefined order types and rules. Specify workflow scenarios and documents to be generated to keep your accounts receivable and inventory modules updated.
• Flexible Promotion and Discounts
  Enjoy the flexibility of managing complex pricing and discount policies with ease – even when they’re in multiple currencies. Specify rules or allow the order management system to calculate and apply the best discounts combinations.

• Integrated Document management
  Collate all your marketing materials in a central repository, including customer collateral, price lists, contract templates, email templates and more. You can even choose to apply access permissions at a document level to ensure security.
• Lead and List management
  Combine leads from your website, trade shows, purchased lists, or manual entry and automatically assign according to pre-set criteria. Duplicates can even be automatically noted and merged.
• Email Marketing
  Ensure your marketing collateral have consistent branding and messaging, with email templates that can be used to send newsletters, promotions, and other communications.
• HubSpot integration
  Enjoy automatic syncing and easy integration with the HubSpot system.

• Powerful Case Management
  Take your customer to new heights. With realtime access to customer information directly from the CRM and ticketing system, and enhanced process workflows, you can ensure your team are constantly up-to-date.
• Contract Management
  Accelerate service support with customer cases linked directly to contracts and service plans. With service rates set per incident, hour, or prepaid, it’s easy to ensure the proper support is provided and billed correctly.
  
• Integrated Document Management
  

  Control access to contracts, notes, emails and other communications all stored in an integrated content management system.