The Edge
The Intelligent System that gives your business the Edge.
It's time for a new way of working.
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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.
Have your customers do the data entry for you.
An example - web enquiry.
Let's have a look at an easy example.
Here we have a client making an enquiry using one of our smart forms.
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Make it easy for staff members to action.
Intelligently process the information and show me the next step.
Once the information is captured a staff member is assigned to reviewing it and taking the appropriate action
New Enquiry - what happens next?
Now that the customer has entered the data for you.
What happens now?
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Click to create Personalised Documents
Efficient outcomes!
Just add products and click to create Quote.
Add desired products and services and generate quote.
Efficient Outcomes - add products and create quote
Adding Products/Services to the Opportunity and generate a quote.
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Build strong relationships with clients and staff.
Integrate your conversations with your data.
As your relationship with your client grows, add notes, collaborate with co-workers, add tasks and appointments
Efficient Outcomes - Integrated activity management
Collaborating with staff, recording notes and tracking tasks and appointments.
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Track progress and adapt to change with The Edge platform.
Efficient outcomes!
Track progress and build momentum
Review reports and dashboards, track progress against goals, deal with issues and concerns in context.
Efficient outcomes - track progress and build momentum
Track progress, remove roadblocks and build momentum with your clients.
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Looking for The Edge for your industry?
Consultants
Manage your practice with a secure CRM uniquely designed for consultants and business advisors
NDIS Service Providers
Deliver quality service every time with advanced scheduling tools, one click document generation and easy data collection
Planners
Achieve results faster with our strategic execution software that turns your static business plan into an achieved goal.
