Edge CRM Highlights
- Unlimited contacts for any business
- Fully automated task and tickler system with pop-up notifications
- Full featured Leads module that supprts related parties
- Full memo based notes for all objects (user/timedate stamped)
- Automatic internal auditing of all data changes
- Integration with MS Office
- Multi-language support
Asset finance is a specialized business. There are a number of interested parties, including prospects, suppliers, and customers. There can be complex relationships with multiple related parties that can be challenging to manage with off-the-shelf or enterprise CRM solutions.
Edge CRM is a customer relationship management module designed for the specialized needs of users who need to manage the complex nature of asset finance relationships.
Used on a stand-alone basis or integrated with other Edge modules, Edge CRM is architected to allow multiple addresses, contacts, related parties, quotes, and transactions to be tied to a single customer record.
Users track their prospects and pipeline throughout the transaction origination process, including pricing, proposal generation, status updates, and passing transaction information seamlessly to using workflow specific to a customer, financial product, or program.
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