Client Relationship Optimiser Logo

Client Relationship Optimiser is a user friendly Customer Record, Management, Service and Marketing solution. It offers an affordable alternative to complex and expensive solutions with additional functionality designed to help business succeed. It provides secure Customer Records storage and enables rapid professional survey or questionnaire creation with powerful analytical and case management capabilities. Valuable feedback from prospects, customers, employees and other stakeholders is encouraged providing factual data to support business development or customer service objectives.

Client Relationship Optimiser provides clarity of how your business, operations, product or service is viewed by your target audience maximising retention and identification of opportunities. It will enhance the productivity of sales, marketing and customer service staff whilst reducing the cost of attracting, retaining and supporting customers. It provides a structure to plan then execute effective sales and marketing revenue-increasing strategies. Procedures can be streamlined helping staff members perform tasks or activities beyond their traditional roles.

A computer, internet connection and log-in details are all you need to use Client Relationship Optimiser as secure hosting, maintenance and solution enhancements are included. Additional hardware or system costs are eliminated, providing a measurable return on investment. Specialist I.T. or analytical skills are not required as our comprehensive training, support and customisable help function ensures ease of use.

View Demo Compare CRM Products

Client Relationship Optimiser Screenshots

Data access is protected with preset user levels to maintain security and confidentiality.

Client Relationship Optimiser enables key performance criteria monitoring, identification of areas for improvement, hidden issues and cost saving opportunities. Best practice is encouraged, assisting the achievement of professional certification or individual business objectives. Administration time and resources are reduced by removing the reliance on paper-based systems, whilst supporting green initiatives.

CRO consists of 3 interconnecting easy to use modules, Client, Survey and Feedback

Client

The Client module allows users to:

  • Record all details of new leads, prospects
  • Track and report on client status
  • Pipeline and forecast sales or conversion opportunities clients and past clients
  • View a quick summary of ‘hot leads’, new prospects, or clients at risk for example
  • Track communication history and monitor employee sales or marketing activity
  • Forecast, record and report on financial values

Survey

The Survey module allows users to:

  • Design and create professional surveys or questionnaires of any complexity
  • Select the style, font and colour and attach logos or pictures
  • View draft, active and inactive questionnaires or surveys
  • Activate and deactivate any completed surveys or questionnaires
  • Email surveys directly or embed them in a website
  • Review campaign or individual responses received by any communication medium

Feedback

The Feedback module allows users to:

  • Record individual case details and restrict access to confidential data
  • Add data received by any communication channel ensuring accurate records and analysis
  • Retain, edit and view full communication or case history
  • Deliver high levels of service by tracking all communication from receipt to conclusion
  • Assign actions and priorities with optional automated email notification
  • Conduct accurate analysis, generate, save and send custom reports

Please contact us to discuss your requirements, arrange a personalised online demonstration or to request a free trial. Contact Us