Bringing all your customer information into a single platform that's tightly integrated with your financial system. Nurture your relationships with leads and customers by tracking all tasks, interactions and documentation processed against their accounts.
Using CRM software for Sage financial systems.
Track and nurture your sales opportunities from first contact, to done deal.
Manage all interactions with your leads and start building your customer relationships.
Keep all of your account information up-to-date in a central location for your teams to access.
Track all projects, tasks and interactions you have with your customers and contacts.
Use scoreboard notifications to make sure you always follow up and make contact with your customers when it matters.
Manage your customer contracts, attach all your documentation and process all related transactions.
Suite 3B, Fedgroup Place
Wille van Schoor Drive
Cape Town, South Africa