What's included?

Features & functionality

Our purpose-built CRM system allows you to fully manage your potential, and existing customers. The CRM system is secure and permission based, allowing you and your staff to see every interaction with your customers. Including applications ( KYC/AML and product selection), inbound and outbound phone calls, and email communication.

Customer Accounts

Calls, recordings, Messaging

Task management 
Create, assign and manage tasks for customers

Integrated phone systems

Lead management 
Assigning, monitoring and converting leads

Reporting and administration

Roles and permissions