Over time our CRM/Sales system has evolved and has been fine-tuned to suit the way broking companies work. Further amendments are often made to suit the particular needs of our clients.

The system is designed to be used over a network by teams of up to about 200 users, although typical-sized floors are between 15 and 50 users.

A summary of the systems features follows. For a full understanding of the systems capabilities, please ask for a demonstration.

Lead/client management

• Lead details accessible on single screen, with tabbed access to related data such as calls/tasks/emails/letters/sales.
• Quick-sort lists of leads.
• Lead import from Excel/CSV with automatic de-duplication.
• Automatic lead creation from website forms.
• Openers can only view leads assigned to them.
• Dealers can view leads assigned to them and to openers under them.
• Managers can view all leads on the system.
• Managers can batch-assign leads to openers and dealers and move leads from them as necessary.
• Tabbed user interface allowing quick access to leads/clients/calls/tasks/emails/sales.
• Quick search for leads using filtering mechanism on lead name/lead category/lead campaign/opener.
• Expert search with full searching flexibility.
• Lead/Client distinction based on compliance and other regulatory checks as necessary.
• CIF document generation, compliance management.

Call management

• Intuitive call-note recording, presenting data from previous calls in thread and allowing the quick scheduling of subsequent calls.
• Scheduled calls screen.
• Updating of lead information from call screen.
• Dial number from call screen (telephone software dependent).
• Create tasks such as brochure sending from call screen.

Task management

• Create tasks for oneself or others.
• Auto-update fields on task-close (e.g. date brochure sent, etc.).

Email / Letter management

• No need for Outlook or other email systems.
• Create ad hoc emails and letters or ones based on templates.
• Easily create email and letter templates, including the automatic addition of attachments to emails.
• Force review of opener/dealer ad hoc emails by managers.
• Outgoing and incoming emails automatically attached to lead/client and user records
• Control outgoing emails in terms of content and in terms of allowed recipients.
• Send emails/letters on behalf of others.
• Allow office runner(s) to manage the sending of all emails/letters/brochures to leads/clients on behalf of others in the office.
• Integration with external mailing systems for large-scale email campaigns, newsletters etc.

Sales management

• All sales made and recorded through system.
• Specialized trading screens for small cap stocks, blue chip stocks, land, wine and carbon credits.
• Option to control sales based on client liquidity, previous trade settlement etc.
• Optional SMS alerts with full details of sales sent to managers.

User management

• Four standard user categories with different privileges: opener, dealer, manager, office.
• Control emailing for users.
• Assign openers to multiple dealers.
• Fine-tuned control of commissions.
• Create and disable users at will.

Commission management

• Monthly commission reporting.
• Remittance advice for openers/brokers detailing sources of commission.
• Commission calculation based on monthly thresholds.
• Override commissions.
• Opener commission contribution by both company and dealer.
• Invoicing suppliers.

Reporting

• User, date period and lead campaign-based reports available to managers.
• Full range of reports including calls, brochures sent, conversions, sales etc. for arbitrary periods.