CRM
This Page Contains Details Regarding Our Automated Customer Relationship Manager
The automatic system that reduces your compliance admin by up to 70%
Decision Tree Model
With ECO4, there are a few routes for funding, and a few different installations you can offer. Combine that with the different forms of evidences your customers could provide and this makes each application unique.
Our CRM works on a decision tree model, so depending where the customer is in the application process and what evidence is required, the system will send that customer unique messages (emails, texts, WhatsApp, even Facebook messenger).
Select your installations
Choose from any combination of the defaults or add your own:
LA Flex
HHCRO
GBIS
HUG
SHDF
FTC
Dual Measure
Sends time sensitive reminders
The system sends reminders depending on the time of month.
For Example: your customer is applying for LA Flex with IWI. Towards the end of the month, they'll receive persuasive emails to submit evidence sooner.
Communications
auto-populate
80% of emails sent by the system are automatic, the rest will require professional guidance from your staff.
To make this process as time efficient as possible, you can enter 2/3 lines in a small box and the system will auto populate the rest of the email.
Nicer looking emails
Elevate your email communication with our built-in email design studio.
Step away from the mundane emails typical of small businesses and embrace the power of visually captivating designs.
Whether you opt to craft your own unique creations or select from our extensive library of templates, our platform ensures your emails stand out.
Simply choose to design your emails, and our system will handle the dispatch automatically, enhancing your company's image to appear more professional, experienced, and premium.
This seamless integration not only saves time but also boosts your brand's appeal, making your business seem more innovative and customer-focused.
Track your team, Google and Facebook Ads
The CRM will monitor all of your outreach activities, providing comprehensive analytics to refine your strategies.
It enables the tracking of projections, team performance (including calls, outreach efforts, cases processed ect...).
The CRM also assess the effectiveness of your Meta and Google ad campaigns.
Other included services
Disclaimer: we guarantee success by doing a lot of smaller things really well.
These are the smaller tasks we handle really well that lead to big picture results.
Phone App
Our App lets you you complete digital tasks from your phone.
Centralised inbox
All messages to your company in one inbox. SMS, Email, Facebook, Google chat, Instagram in a single place.
Tracking and Analytics
Accurately track your cashflow, projected earning, staff and business performance.
VoIP phone calling
Make phone calls through the CRM, Letting staff work from home and saving you phone costs.
This Page Contains Details Regarding Our Automated Customer Relationship Manager
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