Client Relationship Management
Manage thousands of records with or without BR|E interviews. Not all CRMs are created with the DNA to truly support the business development work you are charged with doing. Starting with Synchronist CRM provides the foundation for all your programming.
- Synchronist CRM is integrated with all our software modules; providing you company and contact data to manage your business portfolio
- Track the most pressing issues your companies are facing
- Develop and track the critical goals of your organization
- Mobile Apps allow access to companies/contacts and issue tracking from anywhere
- Direct path navigation allows movement anywere within Synchronist with a single click
- One-click reporting on pending and completed work your team and partners are doing on behalf of your market’s companies
- Dynamically search and run reports on groups of individuals or companies
- Outlook Plugin to easily move emails right into your company/project files
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