This CRM system is the latest version of our customisable CRM product that was adapted for a client to fit in with their specific business requirements.

Integration work was carried out in the CRM system to allow the application to take a data feed from the Microsoft Great Plains financial system. This company information is then held in the CRM and enriched with additional information for the rest of the organisation.

The CRM has an integrated subsystem to manage customer complaints by managing the workflow. Complaints are logged and appointments are made and followed up in the CRM for Customer Care Inspectors to visit customers and determine a resolution. The CRM holds information for appointments and call logs.

Additional sections of the CRM provide mailshot facilities and integrated document management software incorporating live document scanning.

The CRM system represents a central application that now has the ability to pull information from other systems throughout the organisation into one location.