News

3rd March 2007
Energy Mind launch Broker Web, a web-based marketing platform for the financial intermediary market.

8th February 2007
Energy Mind win multi-site web marketing contract for start-up secured loan packager.

4th February 2007
Founder and Director Matt Williams presents 'Financial Web Marketing' conference to select welsh brokers and packagers at Cardiffs FBL

CRM - Customer Relationship Management

CRM (Customer Relationship Management) to Manage your complete business needsManaging customer data and sales processes are an integral part of the modern business.

A CRM solution takes the hard work away from a task that until now has required the use of many individual tools for the same task - contact tools for storing contact data, diary and reminder applications for appointments and call-reminders, spreadsheets to display sales pipelines, todo lists, and often a very good memory to remember what it is you need to get done.

With a CRM system, you are able to manage all data related to your customers - afer all, CRM means Customer Relationship Manager.

Integrating seamlessly with our other solutions ensures you are able to work as efficiently as possible, bringing email services, complete digital PBX functionality, document management and customizable multi-user and group level workflows within your CRM application.

Our CRM is not just a Customer Relationship Manager - its a Business Process Manager.

Some of the many features of our CRM include:

  • Contact Management
  • Diary Services
  • Todo and Reminder Functionality
  • Pipeline Management, Tracking and Reporting
  • Customizable workflow/processes
  • Email Integration
  • PBX integration
  • Document storage and management
  • Knowledgebase
  • Multi-user secure access
  • Much, much more
And all accessible via a web browser from anywhere in the world - safely, securely and efficiently.