CRM for service
On-board customers, manage enquiries and upsell…
Does your customer service team struggle to help?
Give them a CRM with the tools and insights they need
Create lasting customer relationships and maximise opportunities
Provide consistent customer experience with all communications stored in one place and available across your company
See who’s who in your customer’s organisation with automated mapping
Agents can respond faster with inventory and accounts receivable information at their fingertips
Gold standard
Provide your customer service team with the best tools of the trade.
- Give them accurate, up-to-date customer data
- Create transparency across all business systems so that help can be given quickly, efficiently and accurately
- Allow the team to contact customers through the customer’s preferred channel including mobile, social media, webchat, messaging…
Need to discuss your unique business challenges? Call now to book your systems review and equip your business for success.
Manage your contacts
Manage all of your business contacts
- Key data
- Extended data
- Automation
- History
Need to discuss your unique business challenges? Call now to book your systems review and equip your business for success.
Maximise opportunities
- Unlimited opportunity types
- Unlimited opportunity stages
- Colour coded opportunity stages
- Add tasks to opportunities
- Send messages about an opportunity
- Add comments to opportunities
- Opportunity stage update rules to automate workflows
- Add contact events to an opportunity
- Create opportunity history
- Maintain opportunity task list
- Add quotes/wish lists to opportunities
- See Opportunities on relations records
- User definable standard date fields
- Add Opportunites to Data Lists and Queries
- Budget
- Estimated commission
- (aka “collections” in our software)
- Unlimited user defined custom fields
- Add comments to Opportunities/collections
- Tag other users in comments and automatically send a message to the user
- Add galleries/documents/URLs and files to Opportunities (Collections)
Need to discuss your unique business challenges? Call now to book your systems review and equip your business for success.
Sparkstone CRM
From our customer service team to yours…
Tell our team about your requirements
Let us guide you through the options available
Real people available face-to-face and on the telephone
The CRM where customer service is key
Need to discuss your unique business challenges? Call now to book your systems review and equip your business for success.