Client Relationship Management (CRM) Software

The Client Relationship Management (CRM) software offers a unique and centralised approach to managing client information and processes contained within TabsCAFM. The tool is the perfect solution to enhance customer service relationships, by providing a quick and knowledgeable information source to customer service teams. A single interface offers customer service representatives a wealth of information instantly, so they are ready and prepared to respond to any query accurately and with confidence.

The Client Relationship Management (CRM) software solution taps into various TabsCAFM modules, providing a central view of client information that is easy and quick to access. Whether wishing to identify client associated Reactive Maintenance/Planned Preventative Maintenance (PPM) works, Quotations, Invoices etc, the Client Relationship Management (CRM) system is a valuable tool to centralise core client information and documents, helping to improve your customer service levels.

CAFM Facilties Management Customer Relationship CRM Software
enhance your customer service

Who uses Client Relationship Management (CRM) Software?

Any organisation that provides goods or services to multiple clients can benefit from utilising the Client Relationship Management (CRM) system. Managing and monitoring client relationships is vital in the drive to retaining business from existing clients or obtain new business from prospective clients.

Used by back office administration, customer service or sales teams, the Client Relationship Management (CRM) system is a great way to manage client relationships and respond to client requests with accurate and consistent information. Whether reviewing quotations or purchase orders, or quickly accessing the latest job information, the Client Relationship Management (CRM) system will provide your team with the information they need, when they need it.

a single window of visibility

Extensions

Examples of integration/extension to other modules include...


Key Features

  • Quick and instant search mechanism
  • Consolidate all client information into one screen
  • Attach documentation to clients
  • Access and view quotations issued, including status and values
  • Review and create purchase orders for client
  • Instant access to invoices issued to client
  • Review and access Reactive Maintenance and Planned Preventative Maintenance (PPM) jobs
  • Store notes against the client
  • Access to client contact manager tools
  • Logical and thoughtful approach to client management
  • Client Relationship Management SoftwareClient
    Management

Build your own solution

Select Modules

you can add more at anytime

Add Interfaces

Web, Go, DIU, View, Accounts

Add Users

Required for Core & Go only

Choose Deployment

Desktop, Web-based or Hosted

... more than just software