Offers Customized Screens
Some CRM systems provide a limited set of pre-formatted screens. Customers121 tailors your user interface screens for lead management, service support, dashboard reporting, etc., to match your organization’s needs and your current systems.

Provides Easy to Use Contact Management
Easily track customer contacts, prospect leads and daily follow-ups.  Contact “Tickler” schedule screens simplify task management. Agents can link directly from a contact to a full customer history, with a simple click! And, multiple agents can work on different tasks for the same customer/prospect…keeping your staff informed and productive.

Integrates with Campaign Management
Put campaign lead lists, scripts and promotion responses right onto your contact management screens …so your sales, marketing and service teams are all “on the same page”, delivering consistent messages, tailored to each customer.

Promotes Relationship Development
Use special 121 tools to capture and track customer preferences, concerns, purchase plans, etc. …even if your existing systems do not.

Then, use 121 scripts and campaigns to offer specific products and services that match that customer’s needs.

Provides SingleView of the Customer
Put key information from separate business sources into one SingleView…a complete, integrated picture of the customer without costly re-design of your backend systems.

Delivers QuickView Snapshots
While in your existing customer software, view a 121panel in the upper corner of your screen that has selected supplementary information/scripts for that customer or lead, to help you better serve that person. Views can be tailored for each point of customer contact.