Building and tracking relationships is just good business sense
Client Relationship Manager
This module, is used to manage interactions and store data throughout the lifecycle of a relationship between the company and customers, contractors, suppliers and other team members.
Think of it as 100’s of Dropboxes in a single location, each one being used to manage a different project, sale or anything you can think of.
It is designed to compile information on all the individual activities across different channels — meetings, telephone calls, emails, texts and more. This way all interactivity is kept together for future reference or as a resource saving time and avoiding pitfalls if a project is replicated.