ER CRM helps you stay compliant by making it easy to identify client files within your workflow or pipeline that do not meet your regulatory, network, or internal business standards.
Bespoke Process Flow
Dont bend your processes to fit into a system. ER CRM is designed to mirror your specific business processes.
Open Banking Integration
Seamless access to open banking data — enhancing your ability to assess customer affordability with greater accuracy and speed.
Automatic lead Management
Never miss a callback again! With our automated call queues let us do the work for you.
Document Creation and Storage
Our document production facility allows us to create and store a multitude of customer facing documentation.
Dashboards
Our high level dashboards can be used to display key statistics to your entire business in a quick graphical display.
Reporting
Report on Lead performance, Staff Performance, Income, Sales and much much more.
Integrated Sourcing
Integration to iPipelines solution builder allows a seamless transfer of the data captured on your bespoke fact find into iPipelines APIs.
Integrated Telephony
Integrated click to dial service along with call recording and playback of call recordings from within your application.
Staff Targets/Tracking
Track productivity of each individual, including call / idle / wrap time per hour.
Task/Workflow Management
Individual CRM hub containing a todays tasks area for quick access to a real time to do list ensuring all cases are being progressed as expected.
Customer Communications
Communicate with your customer effortlessly via manual or automated web messages, letters, e-mail and SMS.
Extensive MI
Make faster, smarter decisions with real-time data in ER CRM. Customisable reports let you focus on exactly what matters.
GDPR Compliant
UK based private cloud servers, opt in management and right to be forgotten.
Security
Private cloud servers secured by ANS. Multifactor Authentication and many more security features.
