Licensed and bespoke options

The CRM is an extremely powerful tool, allowing you to manage your business, analyse sales, staff and profitability, plus minimalize admin tasks and duties. Better still, research has shown that for every £1 spent on a CRM, it can yield you £1.80 back in sales! We can offer both Licensed and bespoke builds so there is an option to suit most budgets.

Automating manual tasks

With statistics garnered from the National Office of Records, it is estimated that almost two thirds of a company’s admin tasks can be undertaken by CRM’s which cost significantly less than staff or teams of employees, plus they can work 24/7 and don’t need a day off.

More and more we are seeing that anyone who subcontracts or has SME and above sized clients will know that demonstrating compliance or procedures is paramount. Any work undertaken needs clear lineage of instructions and information, as well as being able to show completed Health & Safety or Compliance under scrutiny, should any task or job be audited. Our systems facilitate this level of management, plus make it easy to allocate daily tasks or ongoing projects, with reporting, notifications of pending issues and management information breakdowns that can be shared with clients.

Our Claims and Case Management CRMs have proven themselves to be invaluable in financial, Insurance, and Legal sectors, where calculating fees, liaising with the likes of Admiral, Hastings and other well-known providers must be both secure and comprehensive. The platforms we build facilitate efficient processing of cases through from initial generation, through allocation to provider and finally on settlement. These systems have reduced staffing levels by around 65% and meant that staff can be re-allocated to other areas where they can process claims or cases and therefore increase revenue, all whilst saving a company money.

Our Retail systems in various sectors such as property, fitness, fashion and the building sector to name but a few, are capable of integrating with EPOS platforms, Right Move, Zoopla, plus they can assist in stock management, seasonal and ad-hoc promotions, plus manage orders or dispatching and warehouse processes.

Anyone involved with sales will know that lead management is key to maximising potential sales or referrals. Having a system that can manage your day to day duties such as scheduled calls, new leads, users coming to the end of their contracts or even previous customers not only boosts sales but can also improve retention.

Claim & Case Management CRMs

With great experience in this sector, we have built bespoke platforms that mirror existing working practices, plus supplied licensed platforms for those looking for a more general approach. In some instances, our systems have paid for themselves within the first year!

Task & Workforce Management CRMs

Our Portfolio of clients range from those working on the new HS2 project, through to government and £Billion projects where compliance, Health & Safety and accountability is a necessity. These systems allow Project & Task allocation as well as remote working.

Recruitment & HR CRMs

As we all know, recruitment and staff management can be hard enough on its own, without having a system that doesn’t support what you are trying to achieve. Our platforms can provide notifications & alerts plus manage candidates and appointments.

Retail, Fitness & Sales CRMs

Managing leads, stock, sales and customers is time consuming but vastly important to improve sales or manage costs. Our systems make both customer and staff interaction simple and fluid, with processes in place to try to eliminate missed opportunities with leads and customers, plus also providing effective management of stock to eliminate wastage.

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