» CRM Customization

CRM4INSURANCE provide total customization of the CRM as requested by the clients to suite thier business conditions and workflow.

• Customization on Outlook Homepage layout andCRM folders naming as needed by Client
• Customization in Administrator module on Products, Value Added services as applicable in the Corporate system in the Client business
• Customization in Account fields and pages to suite the daily workflow of the Client business
• Customization in Contact fields and inner pages
• Reports customization to change existing comprehensive reports or add new reports as needed by Business Development Coordinators.
• Any external application that can be linked with CRM to pull out CRM information to intergrate with other business systems.