The All-In-One CRM

For Financial Service organisations who want to help their customers grow & protect their most valued assets.

CRM for Finance Services

We are a leading provider of CRM solutions. We've spent the past 15 years striving, innovating and refining the way that SA companies connect to the customers they love. We deliver solutions that are crafted to  enhance customer experience, leverage AI and improve Workflow .  We work across a diverse portfolio of clients and industries, including many in the Financial Services sector. 

A complete Omni-channel CRM

Our CRM is an all-in-one solution that caters for all your channels of communication in one place, including  AI and chatbots. Contact your customers across channels, adding simplicity and convenience to their experience.

This enables you to manage Sales, Service, and Marketing seamlessly, improving customer service and ultimately growing loyalty and revenue.

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AI-enabled CRM 

Drive productivity and reduce the cost of service in your business with an array of automation, chatbots, dynamic scripting and voice analysis. These solutions provide ease of use and choice for your customers. 

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Enhance workflow & operations

Our workflow automation enhances interdepartmental cooperation. This enables seamless coordination across departments and keeps your business running smoothly. 

Teams can efficiently hand off tasks to other departments, streamlining the process resulting in high levels of service. 

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Our features


Manage and solve your customer queries by tracking and prioritising cases and workload with the Helpdesk ticketing solution. Ensure customer queries are serviced by the right person in the shortest possible time. 


Convert more leads, close more deals and gain deeper insights into your prospects with our all-in-one CRM.


Improve your operational efficiency with our CRM with built-in telephony and automated dialling capabilities. 

Omni-channel Solution

Communicate with your customers on their preferred medium with our omni-channel solution - linking voice, email, SMS, web chat, WhatsApp and social media whilst recording every interaction. 

Workflow & Automation

Route, record and report on every customer interaction. Track your customer's journey through the sales funnel prompting your team on the next steps to secure a transaction. Create alerts for your team based on the customer status.


Give your customers an easy and effective way to interact with your organisation. Our array of automation, chatbots, dynamic scripting and voice analysis drive productivity and reduce the cost of service in your business


Manage your projects and campaigns with easy-to-complete timesheets, quoting software and invoicing programs. 


Numerous safeguards have been implemented to protect customer data. We take security and privacy seriously and are committed to GDPR and POPIA compliance. 

Reports & Dashboards

Rich and robust customer data reports will transform your business. Easy-to-use and sharable dashboards enable all stakeholders in your team to spot issues and make real-time decisions.  

We value partnerships and work 

with some of the leading innovators 

in CRM & Contact Centre solutions.

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