This is unique software 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.
BrokerCRM software can be purchased on a modular basis for those specialising in a combination of services or just one e.g. property, mortgages or financial services.
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:
- Good client information.
- Client workflow practices combined to deliver superior service.
- Regular reviews to facilitate efficient delivery of product and client review.
- All modern communication tools including letters, email, fax, sms.
- Marketing Capabilities – Powerful Marketing Centre.
- Professional advisor database.
- Defined workflow processes.
- Defined compliance processes and auditing.
- Staff performance management, income reconciliation and commissions/fees management.
For more information call +353 65 68 49675 or mail info@brokercrm.com
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