CRM, Salesforce Automation & Sales Planning

Our sales force automation & sales planning solution provides you a 360 degree view of your customer interactions with no per user costs. We include datafeeds from (UK) Companies House for B2B businesses including name, company number, address, industry & sub-industry and where available, financials statements.

Build Relationships

No More Mess

Our flexible data model allows you to create a single tailored repository for all your customer data and use those key insights to improve efficiency, understand your customers needs and automate key actions. Our powerful reporting and dashboards give you quick visibility of key metrics to support your business.

Increase Sales

Don’t Miss a Sale

Capitalise on your rich customer profiles to convert more leads and sell smarter. Our CRM solution provides you with all the tools to capture important leads, manage your opportunities and create personalised quotations freeing up precious time to sell.

Engage Your Customers

Stop sending the wrong message to the wrong customer

Engage your customers more effectively with personalised experiences and consistent messaging. Automate customer segmentation, send targeted marketing content and track important activity to generate more leads and feed the funnel. track your customer cases and understand your end-to-end relationship.

Improve Customer Satisfaction

Keep your customer happy

Enable excellent customer service by mitigating information silos whilst empowering your customer service team with the tools that will allow them to service smarter, faster and more professionally.

 CRM has all the features you need to accelerate your business growth and provide exceptional customer experiences

	Sales Improve sales and grow your pipeline with our sales automation modules. Model your sales process using our tools to increase lead conversion rates, send personalised quotes and prioritise which opportunities you should be pursuing next.
	Marketing Use our CRM to grow your brand awareness. Use custom fields to model your personas and successfully segment your data using our Target Lists module. Create engaging campaigns to send marketing content and automate marketing tasks.
	Reports Our Reports module allows users to build, generate and manage reports based on real time data. Teams can gather data from any module within your CRM to generate reports that will display vital information for your business in real-time.
	Dashboard Monitor the business data that is important to you at a glance, with personalised real-time dashboards for you and your users.
	Customer Get a 360-degree view of your customer base at any given time. Use insights to build strong and lasting relationships.
	Workflow Automate key actions based on previously set conditions within the CRM and free your teams of time-consuming admin tasks.
	Activity Management Record and automate key touchpoints with your customers with our Calls, Meetings, Tasks and Notes modules. Our personal and shared calendars allow your users to keep track of their day to day and never miss a client appointment!
	Case Management Our Case Management modules & self service portal allows users to successfully manage customer issues. Manage all correspondence within the case, use workflow to track resolution times and monitor case categories to understand the problems your customers face.
	Configuration Studio Our solution comes equipped with a range of System Admin tools which allows you to make your CRM your own, without development. Add new fields, customise layouts and even create whole new modules is just a taste of what you can achieve.
	Data Services Our solution comes pre-populated with UK Companies House data according to your needs. This includes Company Number, Name, Address, GeoCoding (latitude/longitude) and where available, the last two annual reports in either xbrl/text format or pdf format.