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Client Relationship Management

Client relationship management software your team will love

Microsoft-powered client relationship management software with all the tools your team needs to manage and grow client relationships:

  • Built for small & medium size businesses
  • Office 365 native application
  • Outlook App – work from inside Outlook
  • Get work done anywhere on any device
  • Built-in, best-practice client relationship management processes
Client Relationship Management CRM

Client Relationship Management

Client relationship management software your team will love

Client Relationship Management CRM

Microsoft-powered client relationship management software with all the tools your team needs to manage and grow client relationships:

  • Built for small & medium size businesses
  • Office 365 native application
  • Outlook App – work from inside Outlook
  • Get work done anywhere on any device
  • Built-in, best-practice client relationship management processes

See a Demonstration - Weekdays at 12pm Eastern

See a Demonstration

Weekdays at 12pm Eastern

More than just software Client Relationship Management Processes Built-In

Out-of-Box, Configurable & Best Practice Based

Incorporating business processes into CRM has been proven to goal attainment and retain more clients.

Our built-in, best-practice-based, configurable business processes will guide your team through managing and growing client relationships.

  • Retain clients longer 
  • Grow existing relationships
  • Onboard new clients with no friction in handing off from team to team

More than just software Client Relationship Management Processes Built-In

Out-of-Box, Configurable & Best Practice Based

Client Relationship Management CRM

Incorporating business processes into CRM has been proven to goal attainment and retain more clients.

Our built-in, best-practice-based, configurable business processes will guide your team through managing and growing client relationships.

  • Retain clients longer 
  • Grow existing relationships
  • Onboard new clients with no friction in handing off from team to team

client relationship management analysis Know Your Numbers

The best and most complete Analysis Available

Power-CRM automatically tracks over 30 account management metrics and KPI’s. Use these metrics to continually improve your processes.  

  • Total Activities performed per Client Account
  • Last Activity 
  • Next Scheduled Activity
  • Individual and Team Client Activity Analysis 
Client Relationship Management

client relationship management analysis Know Your Numbers

The best and most complete Analysis Available

Client Relationship Management

Power-CRM automatically tracks over 30 account management metrics and KPI’s. Use these metrics to continually improve your processes.  

  • Total Activities performed per Client Account
  • Last Activity 
  • Next Scheduled Activity
  • Individual and Team Client Activity Analysis 
Client Relationship Management CRM

full goal management Set, track & Manage Goals

Our Goal Management module keeps everyone aligned to goals.

  • Set goals at any level – user, account, territory
  • Any period – daily, weekly, monthly, quarterly or annually
  • Automatic achievement tracking
  • Automated alerts 

full goal management Set, track & Manage Goals

Our Goal Management module keeps everyone aligned to goals.

Client Relationship Management CRM
  • Set goals at any level – user, account, territory
  • Any period – daily, weekly, monthly, quarterly or annually
  • Automatic achievement tracking
  • Automated alerts 

ALL THE CLIENT RELATIONSHIP MANAGEMENT TOOLS YOUR TEAM NEEDS

Case/Ticket Management

Our powerful yet simple to use Customer Service tools will help you provide awesome support.

Manage issues, questions even onsite service with end-to-end case/ticket management.

Service Level Agreements

Simple yet very effective SLA tools to assure response and resolution times.

 

Automatic notifications when cases/tickets are not being updated timely. 

Queue Management

Queues to manage cases and automatic email-to-case creation will enable your team to efficiently manage inquiries.

 

Route cases by subject to the team queue with subject matter experts.

Survey Management

Get feedback on customer experiences using our survey module. 

 

Automatically send surveys after cases/tickets are closed or on a schedule. 

 

Automatically escalate responses based on  customer feedback.

 

Analyze customer satisfaction using powerful reports/dashboards. 

Customer Portal

Give customers the ability to self-serve with a  customer portal. 

 

Customers can create or update cases/tickets, update account or contact info, and access information like forms, spec sheets, etc. 

 

Provide account-specific reports/dashboards with integration to Power BI.

 

Share documents from SharePoint.

Dashboards & Reports

Analyze Customer Service performance with built-in dashboards & reports. 

 

Over 30 KPI’s automatically tracked.

 

Automatic alerts 

 

Full integration with Power BI

Case/Ticket Management

Our powerful yet simple to use Customer Service tools will help you provide awesome support.

Manage issues, questions even onsite service with end-to-end case/ticket management.

Service Level Agreements

Simple yet very effective SLA tools to assure response and resolution times.

 

Automatic notifications when cases/tickets are not being updated timely. 

Queue Management

Queues to manage cases and automatic email-to-case creation will enable your team to efficiently manage inquiries.

 

Route cases by subject to the team queue with subject matter experts.

Survey Management

Get feedback on customer experiences using our survey module. 

 

Automatically send surveys after cases/tickets are closed or on a schedule. 

 

Automatically escalate responses based on  customer feedback.

 

Analyze customer satisfaction using powerful reports/dashboards. 

Customer Portal

Give customers the ability to self-serve with a  customer portal. 

 

Customers can create or update cases/tickets, update account or contact info, and access information like forms, spec sheets, etc. 

 

Provide account-specific reports/dashboards with integration to Power BI.

 

Share documents from SharePoint.

Dashboards & Reports

Analyze Customer Service performance with built-in dashboards & reports. 

 

Over 30 KPI’s automatically tracked.

 

Automatic alerts 

 

Full integration with Power BI

CRM BUYERS GUIDE FOR SMB

See the top features small & medium-sized businesses need in a CRM

CRM Software Microsoft

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