We Know The Market
ER are a software development company who specialise in CRM (Customer Relationship Management) development.
Between our ownership and senior management team we have a combined 40+ years owning/running broker businesses and associated IT within the financial services sector, this ensures our product knowledge within this sector is second to none.
Our development team have over 20 years’ experience working exclusively within the financial sector and building systems to ensure the best possible processes are in place to manage our client's customer base from first contact to sale and retention.
What we have Built
We have created an off-the-shelf CRM that we believe will meet your business requirements. With our experience, we have carefully designed ER CRM to include features that we believe are required in the field.
It is designed to handle various products, compliance, multiple office locations, remote users, call centres, lead generation, administration, underwriting, and processing operations, as well as a diverse set of operational streamlining tools, controls, reporting, plugins, and integration partners.
How We can help you
Operational efficiency and regulatory compliance are critical factors when selecting a system, and ER's workflow/task management, rules engine, and compliance controls enable the automation/streamlining of day-to-day processes while maintaining strict audit tracking.
By connecting to the ER CRM, you will create performance improvements through decreased operating expenses and have the capacity to report at a granular level across your whole business with the push of a button.