By providing a 360º view of client and household information, the Croesus integrated CRM Module helps you better manage your interactions and strengthen your client relationships.
The CRM Module enables you to:
Respond to Clients’ Needs
- Group clients based on their assets or their family, social and business ties to identify and prioritize those clients that require the most attention.
- Using the Customer Network tool, manage customers and prospects according to their assets and influence.
- Conduct searches based on financial and non-financial information using natural language.
- Maintain detailed information on clients, prospects and referrals, including KYC information.
Improve Team Communication
- Croesus provides an Agenda and Task Manager, allowing users and team members to book appointments, share schedules and assign tasks.
- Agendas and tasks can be synchronized with Outlook and smartphones for increased efficiency.
Design Targeted Marketing Campaigns
- Design targeted marketing and sales efforts with the Campaign Management tool.
- Choose your target audience, send bulk emails, manage responses and track results with greater efficiency.