CRM Integration

  • Easily able to integrate with CRM systems.
  • Develop personalized offers through campaign management.


360-Degree View

  • Develop the full picture in one single view.
  • Provides information of customers current products that they have, cross-sell, up-sell products and targeted offers that could potentially be taken place.
  • When needed attention alerts are made to develop a key insight into customer relationship.
  • Give authorization for front-office employees concerning your customers’ data and products.
  • The view shows the historical collections and complaints which are pending so that cues exist and can be followed up.
  • Track the users’ behavior.
  • The advisor should try and understand why this action was made and give recommended suggestions for improvements.