Clientix CRM

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.

Feature Highlights

Customer Single View

Maintain a single, accurate view of customers from multiple sources that can be shared among multiple systems offering consolidated 360 degree views.

Marketing

  • Complete Campaign management
  • Target email campaign
  • Database segmentation
  • Telemarketing scripting

Sales

  • Manage opportunities and activities
  • Real time pipeline
  • Track sales by business unit, product, locations, Manager and more
  • Quickly assign new users
  • Sophisticated data access security

Support

  • Manage customer cases
  • Assign support staff
  • Automatic email notifications
  • Automatic escalations

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.