Client Relationship Management

Use this module to manage service user profiles effectively

client relationship icon

Book a Sales Demo

This form is to request a sales demonstration of the TCES Community solution, if your query is regarding an issue with your current TCES Community contract for example logging in or an existing order please call the Helpdesk on 0800 652 0488 or use the Helpdesk Support link at the bottom of the page.

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.

client relationship management screenshot on a desktop computer
client relationship management screenshot on desktop computer

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