Client Relationship Management (CRM) Software

The Client Relationship Management (CRM) software offers a unique and centralised approach to managing client information and processes contained within TabsCAFM. The tool is the perfect solution to enhance customer service relationships, by providing a quick and knowledgeable information source to customer service teams. A single interface offers customer service representatives a wealth of information instantly, so they are ready and prepared to respond to any query accurately and with confidence.

The Client Relationship Management (CRM) software solution taps into various TabsCAFM modules, providing a central view of client information that is easy and quick to access. Whether wishing to identify client associated Reactive Maintenance/Planned Preventative Maintenance (PPM) works, Quotations, Invoices etc, the Client Relationship Management (CRM) system is a valuable tool to centralise core client information and documents, helping to improve your customer service levels.

CAFM Facilties Management Customer Relationship CRM Software

enhance your customer service

Who uses Client Relationship Management (CRM) Software?

Any organisation that provides goods or services to multiple clients can benefit from utilising the Client Relationship Management (CRM) system. Managing and monitoring client relationships is vital in the drive to retaining business from existing clients or obtain new business from prospective clients.

Used by back office administration, customer service or sales teams, the Client Relationship Management (CRM) system is a great way to manage client relationships and respond to client requests with accurate and consistent information. Whether reviewing quotations or purchase orders, or quickly accessing the latest job information, the Client Relationship Management (CRM) system will provide your team with the information they need, when they need it.

a single window of visibility

Extensions

Examples of integration/extension to other modules include...

Key Features

Quick and instant search mechanism
Consolidate all client information into one screen
Attach documentation to clients
Access and view quotations issued, including status and values
Review and create purchase orders for client
Instant access to invoices issued to client
Review and access Reactive Maintenance and Planned Preventative Maintenance (PPM) jobs
Store notes against the client
Access to client contact manager tools
Logical and thoughtful approach to client management