Module Key Features
1. Streamlined Operations Location Wise
The software covers information from all the boards if the firm has multi-location branches and allows the admin to access it anytime from anywhere.
2. Maintains Records of All Client Document
Connect with your customers more swiftly and efficiently with CRM system. The automated system already feeds with the necessary document list required for the services. So it will generate a list of an essential document for the service undertaken by the customer automatically.
3. Notification and Alert Generation
The software is backed up by an unlimited amount of customer services with its prerequisites and notifies customers with SMS or Mail alert time to time if any process is pending from their end.
4. Access Business Information
The software maintained all the information of customer service wise and branch wise so employee and, branch officer and admin can access it at their fingertips no matter where they are.
5. Track Leads
Maximizing revenue through track records over the given time period.
6. Clients and Contact Transfer Automatically
With CRM system client can easily transfer their branches, assigned employee or contract type. If the transfer request generated by them the all assigned data and documents get automatically shifted or assigned to designated location. It gives absolute flexibility in all the critical business operations.
7. Manage Front and Back Office Operations Seamlessly
Admin can analyse all the business operation undertaken by all employees at different business tires and optimise role engagement. Also, he is able to manage all the services offered by the business firm.