Client Relationship Management

Use this module to manage service user profiles effectively

client relationship icon
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    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

    Book a Demo




      Please check our Privacy Notice For more details on how we process and protect your data.