// ordering, storing, securing, searching & transforming data is the key to leveraging the value of data . Book a call with us to find out how we can help transform your data journey //
Appilo comes with a beautiful collection of modern, easily importable, and highly customizable demo layouts.
Data giving you a headache? We can review your business processes / technology platforms and provide focused guidance on how to manage information flows better within your business.
Planning and Implementation of Zoho CRM. Lets get Zoho CRM talking to your internal and external systems while enriching your CRM journey with seamless business blueprints.
We love organising data. We can create custom dashboards from almost any data source and present this visually for data analysis and smarter decision making.
From simple to complex data capture forms, we create and deploy secure digital forms instantly. Use our hosted pre-built forms solutions.
A lightweight and low cost CRM that can be deployed in an instant. We are experts in Zoho Begin implementations. Use our ready made industry solutions.
Whether it's telephony or bringing in third party data, we are experienced in developing custom integrations and extensions in Zoho CRM and Zoho Bigin.
Identifying when and at what point to use technology in a digital journey can be confusing. Craft a journey that is bespoke to you.
A CRM for the cloud generation - manage & automate everything in realtime.
API - an Application Programming Interface will allow you to connect one system to another seamlessly.
Automate checks, capture data and seamlessly onboard new customers or processes instantly.
Begin (from Zoho) is a complete 'Business in a Box' CRM solution that can be setup in an instant. Ideal for small businesses and startups, powerful features are included out of the box.
Solution Capabilities,
Pipeline Management | Customer Management | Multichannel Communication | Team Collaboration | Customisation Capability | Automations | Instant Analytics | Data Administration
Ready to Bigin ? We can setup your Bigin implementation in most cases within a few days.
Zoho CRM is a feature rich CRM solution that enables businesses to fully leverage their potential.
With a easy to use interface, viewing customer and business information and making this data actionable quickly and efficiently is one of its key strengths.
Solution Capabilities,
Pipeline Management | Customer Management | Multichannel Communication | Team Collaboration | Customisation Capability | Automations | Instant Analytics | Data Administration
Ready to Begin ? Contact us for a free no obligation consultation on how Zoho CRM can work for your business.
Data is the most valuable aspect of your business. It is evermore imperative to be able to view and order this data quickly and efficiently.
We focus on your business goals and objectives and create solutions where your data becomes your most valuable intelligence.
Dashboards - we create dashboards for your business data, these insights can help streamline and grow your business.
Digital Journeys are a great way to improve your customer experience and make your business more efficient.
Whats are the benefits of a digital journey ?
Think of a digital journey as transformative way of transacting business. By mapping out your existing business processes and identifying what and when things can be automated your customer and business experience is boosted.
The benefits typically come in the form of cost and time savings. A digital journey need not be a transaction that a customer experiences solely online.
use your existing applications, we will bring the glue and make them talk to each other.
Lets get you off to a zero day start...
We have developed turnkey CRM solutions for a number of industry verticals.
These solutions are designed to onboard customers quickly and save time by automating business processes and connecting to third party systems as part of verification and business processes.
CRM for Accountants
A CRM designed for accountants. Based on the Zoho Bigin platform our CRM solution helps accountants manage their day to day activities whilst reducing administrative burden and creating new client opportunities.
Key Benefits
+ Connects to Companies House Data
+ Inbuilt AML Solution
CRM for Mortgage Brokers
A CRM designed for Mortgage Brokers. Based on the Zoho Bigin platform our CRM solution helps mortgage brokers onboard customers quicker and helps you to keep on top of mortgage compliance.
Key Benefits
+ Built in Business Registers
+ Inbuilt AML Solution
Factfind Data Capture Solution
We created a compliant factfind data capture solution that can be deployed to your customers in an instant.
Key Benefits
+ Mortgage and Protection Factfind
+ Higher and speedier return rates
+ Mobile friendly
We have access to a wide range of datasets to enhance your CRM. These datasets can be particularly useful to automate, import and verify data within your CRM. Outlined below are just some of the datasets available for integration within your CRM system.
#UK Land Registry, #Property Data, #UK Company Data, #Flood Risk Data, #Weather Data,# Postcode Data, #Banking Data, #Mortgage Rates
Bulk Data
We have curated our own bulk business dataset containing over 5 million records of UK business data. This data is available to do query and download. Contact us for more details.
We are passionate team of professionals that create technology solutions to help businesses better leverage their data.
With over 20 years experience in the technology space we have been on the sharp edge of the technology landscape. Choosing the right partner and the right technology can be a minefield.
We have a simple focus, to help you maximise and grow your business through innovative technology solutions.