Capture, store and manage client data, communications, meetings, project deadlines and products on the Customer Relations Management (CRM) module.
CRM Key Functions
- With this module’s Bulk SMS and Microsoft Outlook integration capability, communications can be sent from and stored directly onto the Skye system, thus avoiding a duplication of administration.
- Caters for efficient data mining.
- Offers effortless individual and bulk communication with clients.
- Store and access client documentation electronically.
Workflow Key Functions
- Multiple workflows can be created and tailor-made to meet the specific needs of each user and business, ensuring that users follow the set guidelines for each workflow.
- Both management and staff can track progress of tasks, set reminders and follow-up dates.
- Compulsory management sign off of workflows where required.