
Equity Property Portfolios
EPP needed to keep track of all their customers whether they contact them via web, phone or mail. Keeping all this information was a difficult task, so they asked us if we could develop a system that would centralise the management of all customer interactions.
First of all we investigated their current applications and found out what was good and what was bad. Our consultancy process meant we could easily pick out the areas that needed attention and find solutions and tools to help. From this process we rapidly developed the bare bones of a CRM system that would allow them to monitor calls as they are made, keep track of customers and more importantly, report on the progress of all sales through the system.


The next stage was to develop the content management system that would prove essential in the day to day running of the public website and it's integration with the CRM.
When a customer signs up to the site, their details are automatically passed through to the CRM system allowing staff to immediately call the customer back, report on their requirements and track them all the way through to final sale.

All processes are logged and all customers can be traced to help to understand the best marketing methods and most cost effective advertising routes.





