Client Relationship Management

Use this module to manage service user profiles effectively

Ensure service user data is always updated

Manage your service users, make sure they receive the communication they deserve, and user profiles are always updated.

Add user information into our CRM module and match orders to user profiles. View order updates and make changes to profiles when needed, ensuring the correct information is always included. Eliminate duplicate user information with our advanced search facility that has to be used before new user data is entered.

Make alterations to user profiles on-the-go. Updates to vital service user information, sales orders or activity statuses can be completed out in the field, providing real-time TCES Community updates.

Benefit from...

Automated activity updates

Historical customer lifecycle

Decreased data processing

A complete communication trail

More effective client interactions

Easier data analysis

Happier customers – increased customer retention

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