Services we offer

CRM – Automating Your Workflow

Customer relations Management (CRM) Automation, is the process of configuring your CRM in an automated way as to improve efficiency. Areas we services are:

  • Regulatory Tech (RegTech)
  • Workflow
  • Operations
  • Sales

Our core CRM we utilise is an openSource platform called SugarCRM now known as SuiteCRM.

 

Form Automation

Form automation, is the ability to work closely with your CRM as to automate process to your team, departments and clients.

Form automation is a set of rules which tell different departments, personnel and clients what will happen next. 

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