Benefits for TheWorksCRM users :

• Superb software very reasonably priced.
• Eliminates need to purchase expensive hardware as system is web based.
• Support for multiple customer segments from the same solution driving business agility.
• Delivery of holistic financial planning and lending capabilities to support financial planning, wealth management and lending strategies in banks, franchises, broker organisations and individual agents.
• Instant single view of the customer and their full range of Mortgage, Financial and Insurance products and activity.
• Reduces customer frustration, inconsistent messaging, data inaccuracy, and duplicate efforts across departments.
• Very strong marketing and market segmentation functionality to identify vast numbers of leads from existing client base. Marketing capability includes propensity modelling.
• Comprehensive communication tools including template letters, e- mail and text messaging to individuals and groups which facilitates substantial cost savings in delivery of customer messages across the internet.
• Strong needs analysis tools, calculators and quotation engines to advise and qualify prospects and leads.
• Leading CRM (Client Relationship Management) functionality to manage and advise clients business in the longer term.
• Client interviews become easy and profitable.
• Cross selling opportunities are easily identifiable.
• Manages compliance requirements and processes across the Mortgage and Financial sectors.
• On line processing of mortgages and financial products which facilitates easy tracking of pipeline business and saves in business delivery costs

• Direct links to product providers systems eliminates double entry of client data. We have worked with Insurers and Lenders to provide an integrated solution which enables advisors to view and manage clients business across a broad spectrum of products.  

For more information call +353 65 68 49675 or mail info@brokercrm.com