Automate and manage your entire customer journey using tailored cloud based CRM software. Our hosted CRM software allows our customers to capture, manage and retain all customer information up to date in one central place. Our software easily enables the management and tracking of all stages of every customer interaction, reporting on any aspect of the customer journey at the touch of a button. Using the power of the cloud, reach out to a greater number of prospects, track sales, marketing, customer service and mobile field campaigns, across multiple channels. We specialise in building custom CRM software to allow our clients to manage, measure and improve. Every build of our CRM software begins with a free design consultation with our solutions consultants.
CRM in the Cloud – Access from Anywhere
Simplify your software search in just 15 minutes. Call us today for a fast, free consultation. For free software advice, call us now! Product Overview. Ad Sales Genius Software Overview. Ad Sales Genius Reviews. Ad Sales Genius Comparisons. Ad Sales Genius Alternatives. Ad Sales Genius. HubSpot CRM.
Toggle navigation. I-Relay is more than just a piece of software we help you succeed. More sales time. Through our back office-management system, you can receive automated pending business updates from more than sources. Updates include: real-time underwriting requirement updates, underwriting notes, case premium information, and more. For those selling securities based products stocks and mutual fund values are updated nightly.
For salespeople, Genius CRM helps track sales opportunities, manage communications with current and prospective customers, and organize sales-related tasks. For managers, Genius sales software displays sales pipeline in real-time, tracks activity of salespeople, and analyzes data about your customers and prospects. The customer relationship management module has a built-in integration with Genius ERP, providing historical information for your sales team. While quotes are done in your ERP, leads can now be tracked to help you close more deals. Connect 3rd-party applications, websites, and custom software to share real-time information across platforms, and with dealers and customers. Genius ERP has been instrumental in helping Elemoose transform their processes and keep on top of their job costs. Close X. Other Features Quality Control. Rest API.