CRM for R&D Tax

Project for R&D Tax incentives company

CRM platform allows teams to easily understand tasks and projects that relate to cultivating the customer relationship. Workflows can be established and the client can be nurtured and given the service they deserve. It’s all possible with a CRM project management solution.

Dashboard
Sales
kanban board

CRM System

Introduction

CRM platform allows teams to easily understand tasks and projects that relate to cultivating the customer relationship. Workflows can be established and the client can be nurtured and given the service they deserve. It's all possible with a CRM project management solution.

CRM Component

1. Sales 2. Operations 3. Back Office 4. Account 5. Finance

CRM Features

Features

CRM software consolidates customer information into a single repository so users can better organize and manage relationships, automates common processes, and provides tools to monitor performance and productivity. also E - Sign , intergration, real-time case notes, client mobile case progress app.