CRM Capabilities

Case Management

Drive Efficiency via our Case Management Functionality
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Householding

Enhance Customer Service via a Thorough Understanding of Households
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Lead and Campaign Management

Effectively Measure Multi-Campaign Client Engagement via Lead and Campaign Management
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Comprehensive Customer View

Spend Less Time Toggling and More Time Servicing Clients
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Call Centre Integration

Enhance Call Centre Agent Productivity and Client Servicing via Our Call Centre Integration Functionality
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Microsoft Office Connector Capabilities

Stay Connected and Organized via Our Microsoft Office Connector
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G Suite Connector

Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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Data Bridge

Leverage Our Powerful Data Processing Capabilities to Help Develop Data Views
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