that give you the Edge!
Deliver results faster with Streamline Edge.
Who has the time these days for client paperwork?
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?
Exceptional service without the overheads.
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:
Or engage us to build a template for your unique offering.
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.
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,
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.
Track progress and build momentum.
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:
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...