CRM stands for Customer Relationship Management and is a data driven software solution that improve, track and monitor how your business interacts with it potential and existing customers. Designed to track sales leads, convert to opportunities, market to prospective and existing customers, manage and track customer service levels and deliver actionable data. 

Opstech How we can help:

We have developed a sales workflow for flexible workspace management that can be customised and tailored to your business.  Our out of the box solution includes Sales Flow Process for Leads and Opportunities, Dashboards, Reports, Customer Service Case management, a Leadadi and Companies plug in as well as other system integrations.

We have customised Dynamics to create fields forms and views relevant to flexible workspaces. Within these elements there are still some options for your own customisations, such as auto assigning leads by location, accepting and rejecting leads with brokers. Once we understand your business processes, we can develop further workflows and customisation for you.