Comprehensive customer relationship management and communication at your fingertips
Customer Relations
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Customer data platform (CDP) with comprehensive customer profiles and images
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Extensive demographic and psychographic status profiling and market segmentation
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Limitless, user defined status links for client segmentation and contact management
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Client identification using RFID, QR and barcode cards with card design and printing
Communications
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Integrated e-mails, SMSs, faxes and soft phone dialling with detailed communication history
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Electronic document management and e-filing with security lock, fast search and retrieval
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Fast bulk MarCom blasts distributed via e-mail, SMS, fax and postal service
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Customer communication tracking by staff profile, integrated to staff tasks and activities
Task Management
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Staff task and activity scheduling with priority settings and progress tracking
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Pop-up task and activity reminders with messaging across LAN’s and WAN’s
Reporting
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Standard system reports with extensive data, status and timeline filters
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Reporting consoles with extensive filters for user designed reports and BI statistics
Security
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User access controlled by two processes requiring encrypted NIST compliant passwords
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User work process restrictions controlled by configurable multi-level security pre-sets
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User access monitoring with controls for banned passwords and multiple login attempts
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Specified data encrypted and stored in compliance with GDPR and PCI requirements
Interfaces
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Client data import facility with validation to avoid duplication of client records
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Application provider interface (API) for data exchange with mobile devices in the Cloud
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Direct interfaces to financial institutions for credit card and GIRO payments
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Middleware interfaces to more than 600 devices for guest services and environment control
Value Proposition
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Next Generation technology delivers evolving and increasingly more efficient systems
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Customer-centric design ensures improved client service delivery and satisfaction
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Seamless integration offers real time financial and operational reporting
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Complete financial control with peer review for transparency and accountability
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Data synchronization provides centralised control for geo-distributed transaction points
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Service Level Agreement (SLA) support with worldwide 24/7 emergency response
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Reduced cost of ownership facilitates improved ROI and bottom line profit margins
Deployment
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Local server or computer
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Distributed replicating servers
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Cloud server
Training
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Full documentation (SOP based)
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On-site, in person training
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Live online or webinar training
Support
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Business hours phone and mail
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Online chat and remote access
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Live 24/7 emergency support
CiMSO CLIENTmanager
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Identify Software Suite
Comprehensive CRM software with powerful client identification capability includes the following products:
→ CLIENTmanager
→ CLUBmanager
→ WORKflow
→ HELPdesk
