CRM is a product designed to organize the firm’s clients and prospects, specifically for Partners & New Business (BD) team.

The collected information is used to generate new processes and strategies that will enable more efficient lead conversion and customer follow-up.

Technology

  • Version SaaS and OnPremise.
  • Web Server: IIS.
  • Database: SQL Server.
  • Operating system: Windows.
  • Compatible Browsers: Edge, Chrome, Firefox, Safari.
  • Mobile Devices: Android devices with standard resolutions, iPhone 10 and later, and iPad in any version.
  • NFC cards and QR reader: Sending vCard to Contacts.

Modules

  • Contacts + Outlook Add-In
  • Partner bios
  • Pitch or Proposal Generator
  • Emailing Campaigns (Exchange)
  • Events
  • BI for members