Document with Pen

Efficient Outcomes
that give you the Edge!

Deliver results faster with Streamline Edge.

Who has the time these days for client paperwork?

Business meeting

All businesses want to receive that 5 star rating from their clients.

 

But the real challenge is to make the client feel special without going over budget to achieve this.

What if you could deliver a personalised experience for your client without the admin overhead?

The Challenge?
Exceptional service without the overheads.

Person Working with Laptop

Challenge Accepted!
Personalised Documents at the click of a button

Our Smart Documents gather all the relevant data on your client and produce the personalised document your clients are looking for, at the click of a button.

We have a range of pre-built templates you can select from including:

  • Quotes

  • Invoices

  • Proposals

  • Contracts

 

Or engage us to build a template for your unique offering.

 
Working from Home

The Challenge?
Build strong relationships when everyone is working remotely.

It's harder than ever to build and maintain close relationships with clients with everyone working remotely these days.

It's more important than ever for any of your staff to be able to pick up the conversation with your client from where it left off.

Person talking on phone

Challenge accepted!
Integrate your conversations with your data.

We give you The Edge over your 

competition with a CRM designed for businesses to enhance and streamline all interactions with your client.

View your client data alongside your activity notes, internal conversations, tasks and meetings.

Pick up the conversation, and engage with the client without wasting time or money trying to find out what is happening, or should happen next,

 
Sad on Couch

It has been a difficult season for businesses, with many changes, increasing market pressures, engagement challenges and increasing risks to the ongoing delivery of services.

The passion remains strong, but the available systems and options have lacked the flexibility to truly support the industry.

The Challenge?
Track progress and build momentum.

Online meeting

Challenge Accepted!
Flexible technology designed to adapt to your unique needs

We can give you The Edge with our web based application that leverages the full power of the industry leading Salesforce.com CRM and our extensive experience working in a range of industries since 2006.

 

We provide the means to:

  • Measure outcomes

  • Track progress against goals

  • Track costs vs budget

  • Raise and resolve service issues

  • Link outcomes to goals

  • Generate real-time reports

  • Tangibly see the difference you are making

And so much more...

 

Discover more of The Edge

Using a Touch Phone

Easy Inputs!

Why spend hours filling in paper forms, or web forms that are not connected to your CRM?

Save the time and hassle with our Smart Forms. 

Water

Intelligent Processing

Deliver quality service every time with our intelligent guided processes.

Job interview

Efficient Outcomes

Build strong relationships with clients, track progress and build momentum.

Abstract Background
Contact Us

Thanks for contacting us, we will be in touch soon!

  • LinkedIn
  • Facebook
  • Twitter
  • Instagram