Moving beyond traditional CRM

For any B2C (business to consumer) organization, customer relationship management is a crucial aspect of the company’s business software. However, we believe that relationship management software should be available to more than just B2C companies. That’s why our Relationship Management module moves beyond the traditional boundaries of CRM and establishes full management and interaction with prospects, customers, suppliers, stakeholders, and key contacts.

From initial contact through to project close or final sale, our Relationship Management software supports the full lifecycle of each relationship. Not only are sales prospects and leads tracked throughout the entire sales pipeline, our communications log also lets users track and monitor all emails, phone calls, and faxes.

In order to make things easier for our clients, we created the Relationship Module with full integration to Microsoft Exchange and SharePoint—by integrating Reflex with a company’s enterprise email system, we can provide a single consolidated log of all communications (inbound and outbound) to customers and business partners. Plus, companies never have to worry about security of losing control of information thanks to Reflex’s comprehensive Security Management and Audit features.

Some of Reflex’s Relationship Management module features include:

• User-defined field for personalization
• Customer and prospect tracking
• Full contact management (vendors, clients, consultants, prospects, suppliers, stakeholders, and more)
• Sync incoming and outgoing emails from Microsoft Exchange
• Email campaigns
• Mobile and remote access (tablets, smartphones, browser)

On the go? Users can access the Relationship Module features from a web portal, where they can initiative and view all communications with prospects or customers—staying instantly connected to real-time information. The web portal also allows viewing of all active orders, statuses, shipping details, credit limits, and much more.

Record new opportunities and track every piece of communication with the Reflex Relationship Management module—all part of our integrated enterprise software package.

Learn more about the Relationship Management module here.