Client Relationship Management
Centralise client details, contacts, notes, meetings and follow-up actions in a searchable system.
Custom CRM
Custom built CRM application for relationship and activity management.
A focused CRM can be built around the way teams actually manage clients, visits, follow-ups and reporting, without forcing the process into a generic off-the-shelf system.
Product Details
Isidore builds CRM applications around the specific information, workflows and reporting that a client needs. The system can keep client records, contact history, meetings, site visits, actions, notes and calendar activity in one central web application.
- Client, contact and organisation records tailored to the business process.
- Visit and meeting history with notes, actions and follow-up dates.
- Calendar views for planned activity and relationship management.
- Search, filtering and reporting across clients, staff, dates and activity types.
- User access controls for administrators, managers and operational users.
- Excel exports and management reports where required.
- Integration with existing finance, HR, email or operational systems where useful.
Custom CRM software gives teams the workflow they need without carrying the overhead of features they will never use.
Implementation
CRM applications are delivered as custom web database systems using the same practical delivery approach as other Isidore software: requirements, build, review, testing, deployment, training and support.
The application can start with a focused client and activity register, then expand into dashboards, approvals, imports, exports and integration as the organisation's needs grow.
Typical Uses
Visits and Activity Tracking
Record visits, outcomes and next steps so teams can see current activity and relationship history.
Reporting and Oversight
Give managers live reporting on activity volumes, overdue actions, client coverage and team workload.