Create a digital platform that manages client engagements in one central location. With a 360-degree view of each individual client relationship, needs are better understood and can be responded to in a timely and professional manner.


With so much data created and collected for each client, the ability to be able to bring every single source together in one place ensures that an understanding of the wants, needs and concerns of every individual client are maintained.


By aggregating all the client engagement points, data and communication, we aim to achieve the following primary objectives:

Project Objectives

Improved Informational Organisation

The more we know about our customers, the better we will be able to provide them with positive experiences. Everything that they do, and every interaction that they have with our organisation needs to be identified, documented, and recorded. To do this, we need to move beyond the sticky-notes and disorganised filing cabinets and utilise organisational technology that not only accurately quantifies and categorises data for easy future reference, but also makes that data available across departments.

CRM allows us to store a vast list of customers and any important information regarding them. Access to their file is convenient due to the cloud, so no matter who it is that is helping the customer in question, they will have the same actionable data instantly available. This results in less wasted time for clients and employees.



With live pricing and the product attribute and variation builder the dealer generates their own quotes from the system directly. Special quotes can be requested for volume deals, specific requirements, or for uncatalogued products.


Dealers manage their orders directly in the system. They place orders themselves, or have the orders placed by an administrator on their behalf. Once logged, orders are tracked through status updates which are automatically emailed to the user.

Quotes & Orders

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Queries are logged directly by the dealer and added to a ticketing system. The query is automatically routed to the appropriate support person based on routing options.


The system offers many trackable engagement, communication, and messaging capabilities, which are all aggregated and offered for reference within the CRM interface.

Dealer Tickets

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Admin Management

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360-Degree Client Engagement – Dealer Zone

The Dealer Zone offers a dedicated area for the client to manage all the engagements that they share with the company. From quote requests, to order management as well as queries, chats, and messages; these are all managed within a secure central client portal.

  • Quote Requests
  • Order Management
  • Sub-Accounts / Departments
  • Chats, Conversations & Email
  • Support Management
  • CRM