Client Relationship Management

Client information at your fingertips

Your clients files and information at your fingertips

We make CRM easy to use for small businesses and large scale enterprises. This approach has helped to makeOfficeTech the number 1 CRM system. But OfficeTech CRM doesn’t start and end with CRM for Sales and Marketing. Our platform enables you to manage all interactions with your customers and prospects, so your organisation can grow and succeed.

OfficeTech CRM Features

Fully integrated in OfficeTech - one application for access to all information

DMS function to OfficeTech documents

Integrated MS Office Templates

Email and Mail Merge capabilities with OfficeTech Merge Manager

Record business relationships and individual attributes

Full customisation wizard

Policy record details and quoting tools to help win business

Enjoy More Time & Money For Taking Care Of Business

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    One central File location

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    Increased team Efficiency

  • intergrated-CRM-icon

    Integrated CRM

Get the perfect client management partner
for OfficeTech

OfficeTech CRM Benefits

Manage all your Business relationships - clients, prospects, suppliers etc

Optimise your Business opportunities - track leads and assign activity

Full custom reporting - powerful reporting tool to extract and understand the information

Monitor performance and reward success

Fully compliant and with full audit trail