CRM Add Ons

Contact Merge Add on for CRM

Merge duplicate contact records in the CRM without losing any history associated with the different records being merged.

SMS plugin for CRM

Seamlessly integrate SMS functionality into your CRM business processes.

Forward to SME Module

Collaborate with non-CRM subject matter experts to resolve customer issues and track all activity within the CRM.

Event Management Module for CRM

Incorporate events management functionality and one on one appointments within the CRM. Integrate with Outlook calendars and payment gateways.

Student Management System Integration with CRM

Supplement current student record in the CRM with data held in the Student Management System. Physically transfer relevant data required to manage CRM processes via a flexible framework and invoke real time web views for additional information.

HP Records Management (TRIM) Integration for CRM

On demand or automatic archiving of CRM data into HP Records Management. Enable a 360 degree view of the customer with data from records management system.

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Contact Merge Add on for CRM

Contact Merge Add on for CRM

SMS plugin for CRM

SMS plugin for CRM

Forward to SME Module

Forward to SME Module

Event Management Module for CRM

Event Management Module for CRM

Student Management System Integration with CRM

Student Management System Integration with CRM

HP Records Management (TRIM) Integration for CRM

HP Records Management (TRIM) Integration for CRM

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