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BrokerCRM™

Full CRM functionality is built into all modules of the software and is specifically designed for the customer environment where the following features are essential:

  1. Good client information.

  2. Client workflow practices combined to deliver superior service.

  3. Regular reviews to facilitate efficient delivery of product and client review.

  4. All modern communication tools including letters, email, fax, sms.

  5. Marketing Capabilities - Powerful Marketing Centre.

  6. Professional advisor database.

  7. Defined workflow processes.

  8. Defined compliance processes and auditing.

  9. Staff performance management and income reconciliation.
 
Client Information
Communications
Commissions Fees
Contacts Managed
Security Reports
Process Management
Marketing
External Access
Compliance

This is unique in that it is the only intermediary/agent software that combines the very essence of client relationship management with an enterprise solution that allows brokers/agents to manage their business and its many processes over a wide range of products, including property, mortgages, financial services and an element of general insurance.

 

Trusted e-comms


BrokerCRM Ltd,
Burren House, Ballycummin,
Raheen, Limerick, Ireland.
Tel: +00353 (61) 226540
Fax: +00353 (61) 226541
Email: Info@brokercrm.com
Registration No: 337835