Manage Contacts and Relationships
The integrated RelationshipManager application brings the latest information relating to contacts and organisations in to a comprehensive ‘Single view’. Due to its leading-edge 'XRM' architecture, you can use EzySuite to not only manage relationships with Customers and Clients, but with Prospects, Citizens, Business Partners, Employees, Shareholders and other key groups. Where required, information can easily be kept in separate workgroups so that teams or subsidiaries can work with their own data. RelationshipManager is easily customised to match the terms used in your organisation and can be extended with additional fields. These fields can optionally be integrated with external systems and are included in searching, reporting and exporting. Leading edge relationship management features make it easy to find out who referred business and ‘who knows who’.