Bespoke CRM Systems
ER CRM is a specialist software development company focused on delivering high-performance Customer Relationship Management (CRM) solutions tailored to your specific business needs. With a proven track record across a wide range of industries, ER CRM is built to grow and scale alongside your operations.
Whether you're managing multiple products, ensuring compliance across varied office locations, or enabling remote teams from call centres to face-to-face advisers ER CRM is designed to support it all. It includes powerful tools for lead generation, administration, underwriting, and processing, along with a wide range of plugins, reporting capabilities, and integration partners.
Creating a strong digital presence and enabling fast, seamless online-to-offline transactional capability for your clients is at the core of what we do. ER CRM is fully compatible with quoting engines and cloud-based dialling solutions, giving you the flexibility to transact online, over the phone, through an online store, or any combination that suits your business model.
Operational efficiency and regulatory compliance are built in. ER CRM’s intelligent workflow and task management tools, rules engine, and compliance controls help automate and streamline daily processes while maintaining full audit tracking.
Operational efficiency and regulatory compliance are key considerations when choosing a solution, and Engaged CRM’s™ workflow/task management, rules engine and compliance controls allows automation/streamlining of day-to-day tasks coupled with tight audit tracking.
By deploying the ER CRM you will drive performance improvements through lower operational costs and have the ability to report at a granular level across your entire business at the press of a button.