Dynamic Sales, Marketing & Support Enterprise Application Software for Financial Services
Our CRM Suite is a system that integrates your company’s front office, back-office financial/ERP system, and web office activities, giving you a complete view of your customers — anytime, anywhere, using any device.
Clientix CRM allows you to access rich customer profiles across all products and business lines. With smart insights, employees can identify new opportunities to engage prospects, convert more leads, and create customers for life.
Maintain a single, accurate view of customers from multiple sources that can be shared among multiple systems offering consolidated 360 degree views.
Clientix is easy to use and implement. Its simplicity allows companies to quickly embrace its capabilities which help the organization to better target, attract, acquire and retain more customers.