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.

Outlook Compatibility

Outlook Compatibility
Transfer appointments and tasks from Microsoft Outlook to Croesus.

See the Module