The CRM is used for managing interactions with customers, clients and other contacts. The system has embedded facilities to organise, automate, and synchronise business processes for marketing, customer service and support.
Agency, professional and other departments can use the system to provide a co-ordinated, seamless flow of information throughout the business. This results in improved quality and efficiency, a reduction in overall costs, and enhanced customer service and retention.
Agency Pilot also provides you with the customer data to allow you to cross-sell and up sell more effectively, close deals, retain current customers and understand who the customer is.
CRM helps to manage and improve relationships with both current and prospective customers and suppliers.