CRM Solutions

CRM that sales reps actually want to use, with mobile-first workflows and tight integration to email and calendar.

• Lead capture from web forms, email, LinkedIn, and trade-show data.
• Opportunity management with weighted forecasting and pipeline reporting.
• Quote-to-cash with CPQ, approval workflows, and DocuSign integration.
• Mobile sales app for field reps with offline mode and AI-assisted next-best-action.

Omnichannel case management across email, phone, chat, WhatsApp, and social, with knowledge management and self-service portals.

• Omnichannel case routing with skill-based assignment and SLA enforcement.
• Self-service customer portal with knowledge base and case status tracking.
• Telephony integration with CTI screen-pops (Genesys, Five9, NICE CXone).
• WhatsApp Business, Facebook Messenger, and chatbot integration.

Multi-channel journeys, lead scoring, and campaign attribution that prove ROI back to the business.

• Email, SMS, and push campaign design with A/B testing and personalisation.
• Customer journey builder with multi-step nurture flows and branching logic.
• Lead scoring and grading models with hand-off rules to sales.
• Landing pages, web forms, progressive profiling, and attribution dashboards.

Pipeline reports, service KPIs, and marketing attribution that sales, service, and marketing all trust.

• Customer 360 view with consolidated activity, transactions, and case history.
• Sales pipeline, velocity, and conversion-rate dashboards.
• Service KPIs — average handle time, first-call resolution, CSAT, NPS.
• Revenue intelligence and call-recording analytics (Gong, Chorus integration).