You will be able to view the customer's accounts, holdings, recent cases, targeted campaigns, transactions, share of wallet, and relationships with other customers and the interaction history with your organization.

Accommodates complex profitability index calculations and graphical representation of such index over a specified period of time.

Our solution includes a profiling page in the customer screen that includes the investment attitude of the customer, his investment objectives and experience, risk tolerance and total account balances.

Get information gathered from the integration with your loyalty program software showing customer's current points balance and transactions in real-time.

Our solution covers the complete cycle from case creation till resolution

Our solution accommodates approval cycles and coordinating approval tasks between the designated departments.

Creating highly effective marketing campaigns and powerful marketing reports.

Business users will be able to create their own reports using a user-friendly wizard-based report creation tool.

Our Dashboard solution coupled with the industry-leading functionality of Microsoft Dynamics, provides an integrated CRM and BI solution that can help all people across your organization manage business processes and gain insight for effective everyday decision making.

A feature that is always appealing to business users for them to be able to accomplish all their CRM related tasks and view all reports from within Outlook, which most business users already use daily.

Integrating several communication channels into one system gives your CRM solution a centralized interaction history system, while integrating the CRM system with a CTI system decreases call resolution times and gathering of information in addition to our own SMS & Fax channel add-ons.

Knowledge will be categorized and viewed by the entire organization, so that call center agents can provide consistent and accurate answers to FAQs.

Our add-on allows you to configure multiple security levels for each field in a record, you can determine that a specific field be read-only, hidden (not displayed on form) or forbidden (read and write restricted).

Gives you full audit trail of the changes, updates and deletions of any data on the CRM system.

This Microsoft Dynamics CRM add-on is the ideal solution for providing your customers with a portal from which they can directly manage their cases.

Ensures that all customer service agents provide consistent and unified answers to the same questions, as well as offer different products to customers based on their answers.