CRM

CRM is the backbone of your brokerage and will ultimately determine the success and profitability of your business. We offer a complete and fully integrated back-office solution. Our CRM systems are tailored to meet your current needs and are flexible enough to allow and stimulate rapid growth.

We deliver a seamless and coordinated customer management process across sales, customer support, billing and marketing. Your operation will not be restricted by traditional silos.



INTEGRATED CRM

We enable you to retain a smaller workforce that gets better results.
  •  Telephone, Email, Live Chat, Webinar, SMS
  •  Web integration - upload docs, push notifications, etc.
  •  Virtual Terminal


CUSTOMIZED USER EXPERIENCE

We provide a cross-channel system, using pre built business processes that span silos.
  •  Individual work dashboard including news, protocols, statistics and targets
  •  Predetermined auto workflow & procedures
  •  Data notification
  •  Internal chat system
  •  BI reports
  •  Training infrastructure

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