Gain oversight into client relationships, manage interactions, and deliver a modern experience for your clients and staff while managing customer accounts and workflows. Our global team works with you to harness the power of our software platforms and integrate them with your CRM and legacy back-end systems providing lights out automation.
Integrate with CRM tools such as Salesforce, MS Dynamics, Netsuite, and others to seamlessly connect the CRM data for recipient list – prospects, customers, etc. Track and provide feedback to the CRM system from our platform. Customers can maintain data in their CRM system and use it seamlessly for managing campaigns in our system.