Why have a Concept Management CRM Portal?

Our CRM Portal helps us keep customer contact details up to date, track customer interaction, manage customer accounts, provide the client to opportunity to see their accounts real time and download all relevant documents and asset registers. It allows clients to see all equipment that has been sent for recycling and can search for specific items. It is designed to help our clients improve their internal and external customer relationships and also Customer Lifetime Value. This is vital because of the vast amount of such data businesses generate daily.

You can access our portal here!

Our CRM Portal helps ensure accuracy and efficiency

A customer relationship management system aims to address the challenge of immediate access to real time information. It takes customer data and turns it into useful, actionable insight that can transform a business. It helps everyone within our client’s organisation to easily review records and to get access to the latest information. The system is cloud-based, they can do this wherever they are, on any connected device, even mobiles.

What does our CRM Portal do?

A CRM system essentially provides a central place where clients can review collected data, track customer assets, and share this information with colleagues. It allows us to manage relationships with customers, helping the business to grow.

With our CRM system in place, every question, every service request, every preference and every past contact detail about every customer is instantly available, which means that every new interaction with them should always be personalised, relevant and up to date.

As well as tracking every asset collected, our CRM Portal can also be used to add notes, schedule follow-ups and organise the next steps that need to be taken.

Key features of our CRM Portal

The key features of our CRM Portal include:

Contact management

All the latest information about clients— from contact details to collection details — is easily available to access and update.

Asset management

The system enables users to track activities, collections and assets, all the way from collection through to completion.

Instant messaging between employees

Real-time instant messaging functionality makes it easier for coworkers to ask and answer each other’s queries.

File and content sharing

Team members and clients can upload information and documents to a centrally stored location, specific jobs and share easily and instantly with the relevant parties. This means inventories can be provided before collection to ensure compliance and audit trails.

Dashboard-based analytics

Information is aggregated and presented in intuitive, meaningful dashboard displays that can be customised based on each individual’s permissions.

Our advanced cloud-based CRM platform, goes much further than basic functionality, allowing us to provide a complete, cloud-based ecosystem for customer data and immediate real-time information.

Our CRM is arguably the best, user friendly and industry specific ITAD recycling portal .

You can access our portal here!