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Communicationlogs

Communication Logs

SMS & Email

Automated and manual E-mail delivery

ER CRM uses an open SMTP service to allow us to send bespoke email content via the CRM. This service allows us to send out emails from your own personal email addresses regardless of your current supplier.

ER CRM can match your email signatures and styles to ensure brand continuity between your standalone communication tool and those via the CRM systems. Emails can be sent manually, or automated communications can be delivered at set points throughout your process.

Automated and manual SMS delivery

ER CRM has integrated with AQL one of the leading providers of SMS services in the UK. Not only do AQL provide one of the fastest delivery services we have seen they also provide a real time reply service back to our systems allowing us to store customer communications against each application.

SMS can be sent manually, or automated communications can be delivered at set points throughout your process.

What We Provide

  • Individual User Task List
  • Task Due Early warning
  • Management Overview of Tasks
  • Every Case must have a followup Task
  • Automated Call Queue
  • Call Recycling Rules
  • Cases must be attempted to get the next application
  • Call tracking reporting