Customer Relationship Management (CRM) Module

Improve Customer Service

The Customer Relationship Management (CRM) Module integrates the activity workflow with all other modules, tracking contacts and creating relation from the initial contact insertion, from lead and opportunity to customer status, supporting all operations on application, agreement and collection level.

The objective of the module is to simplify front office operations and activities prior to signed agreement and improve the sales management, marketing management and communication procedures with all type of contacts.

In order to easily adapt to the scope of specific CRM activities of the client, the module has integrated Dynamic Data Collector that supports dynamic management and incorporation of workflow procedures that complement the sales and marketing activities.

In addition to horizontally integrating activities in the process flow, the module supports vertical integration according to client specific industry needs and ensures compliance across the entire contact lifecycle.

With the high level of flexibility, the module provides options for automation of CRM operations and quick access to contact history information, including notifications, messages, SMS lists, written and verbal communication flow, customer’s repayment status and sales pipeline results. The module can automatically calculate and provide information of the status of assigned leads to different employees and the costs per lead, through a structured and dynamically managed reporting format.

Key Features

  • Sales Force AutomationEffectively transform leads into customers and track the sales progress with built-in analytics in a structured dashboard preview and automated sales processes which allow you to analyze and pursue profitable business ideas.

  • Streamlined Contact ManagementImprove the control over contacts and streamline the work operations with automated contact management workflow.

  • Increased Process VisibilityIncrease employee productivity with data accessibility in a comprehensive format that leads to implementing quality control principles and shorter decision cycles, with 360° data view and flexible definition of action lists, alarms and notifications.

clients say
  • "ASPEKT’s leasing system is a very convenient system with automated validations that limit any possibility for manual errors and now my daily operations are highly simplified as I don’t have to worry about making mistakes in calculations or assigning assets that are not available." - Lease Officer / Specialist
  • “Aspekt Leasing Software shows high performance in optimal infrastructure environment and I’m sure the system will be able to scale up without compromising the operational functions.” - System Administrator
  • "Aspekt Leasing Software offers direct performance preview, allowing me to analyze performance results per employee and manage the sales process so that all my employees are maximally effective and fully dedicated to work responsibilities." - Branch Manager
  • “We needed a system that is able to respond to the evolving regulatory environment, changing risk management procedures and addresses the ongoing operational costs with high control efficiency and we are happy to confirm that Aspekt Leasing Software delivers unlimited operational cost and risk benefits through our daily operations." - Risk Manager
  • "The use of Aspekt Leasing Software has greatly improved the process of servicing our customers. We are able to form sales policies that meet their expectations in continuity and deliver on-time and quality support.” - Operations Director
  • “At the end of the month I can conduct full financial review and generate reports for external reporting, as all the transactions are automatically posted and matched, and if there is a need for transactions correction, it can be automatically executed and the changes are presently visible in reports.” - Accounting Officer
  • “We can easily focus on improving the quality of our customer base and analyze the results received from sales when combining offer conditions that will best match the most profitable customer segment and create win-win situation for both parties.” - Operations Director
  • "From the beginning, Aspekt Leasing Software was successfully aligned with our growth strategy and helped us continually increase sales volumes and surpass predefined targets by offering endless flexibility and incorporation of changes." - CEO
  • “Generating invoices with automated operation eliminates the need for manual interventions and gives us more time to concentrate on analyzing financial results.” - Accounting Officer
  • "I’m able to control all internal processes directly from my office by spending minimal time for communication with colleagues and sharing thoughts on any kind of issues that may arise. " - Internal Audit