CRM Platform
Adopt standardised and repeatable digital processes to manage your client interactions with ease.
Adopt standardised and repeatable digital processes to manage your client interactions with ease.
CRM Platform
An ultimate front-office workspace
We help businesses to integrate, adapt and customise a comprehensive and trusted third-party CRM platform, enabling you to improve your sales process, analyse and respond to all clients inquiries, organise and structure all client communications, monitor transactions, and save all documentation within one fully secure digital environment.
About the solution
No emails, no chats, no shared drive
No emails, no chats, no shared drive
- Instead, all communication takes place within a single unified platform, and is fully trackable and auditable for compliance purposes.
- Effortlessly juggle thousands of customer interactions at once, and stay fully aware of your clients’ needs with our CRM solution.
Features
The full power of our platform
DataGrid's intelligent tools and solutions support efficient processes and well-informed decisions across the customer lifecycle:
White-labelled CRM system integration
CRM customisation
Sales funnels and pipelines
Integrated chats
Client requests and task management
Digital signatures
A structured way of data collection via integration with forms engine
All actions and documents are auditable (transaction history, risk history, communications history)
Risk-specific activity and transaction monitoring
MiFID II, GDPR Compliant
Products
Workflows engine
Use DataGrid’s intuitive workflow capabilities and our expertise to finely tune the CRM system to your business’s unique requirements.
- Implement standardised workflows to respond to any client inquiries, and perform ongoing risk monitoring and regulatory change management.
- Automate processes and assign front office, back office, and compliance activities and tasks to the right personnel across the enterprise.
Get in touch today to find out how our digital solutions can help you improve your client relations and remain customer-centric at all times.