CRM (Customer relationship management) - 23e2 Business Services

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CRM is a communicating approach to manage interaction between company and current as well as prospective clients. The ultimate goal is to improve business relationships and simplify the process. A good CRM system can help you to keep track of contact information, purchase history, communicating and etc. If you have clients, you have a CRM system. It can be digital spreadsheet, handwritten memo or an effective platform. We work with different industries to provide software solutions for their CRM systems.

Financial Services

Our software for financial services can channel retail and corporate bank sales and marketing automation, bank administrative management, lending process automation ranging from loan application to debt collection.

Professional Services

Our online CRM can help you to build strong relationships with clients and determine new opportunities. It allows companies to consolidate clients information, controls billing, effectively manage sales, plan projects with different roles, terms, stages and time spent/ planned as well as human capital.

Retails

We also offer an excellent CRM solution for retails businesses where it can automate retail loyalty programs of any complexity, run marketing campaigns and view your clients purchase history and manage reward cards etc. We can track and analyze customers behaviors, manage different types of reward campaigns such as points and discount programs, coupons, tiered and more.

Manufacturing, wholesale and distribution

We provide effective tools to manage manufacturing and wholesale through direct and channel sales, e-commerce, field sales and POS, updating product catalogue and order. With our online CRM system, you can manage complex distribution processes, store your product portfolio and easily generate quotes customized for your clients.

Real Estate

Our cutting-edge CRM tool for real estate businesses allows to manage all interactions with your customers from lead to sale. Every step in your business process including listing management, property search and mapping, MLS integration, deal and transaction management are all being taking care in a all-in-one business solution.