IN HOUSE DEVELOPED, USER FRIENDLY, HIGHLY SECURE, OPEN ACCESS, CRM SYSTEM

Comprehensive in-house client management and safeguarding software database which is currently used to support delivery of supported accommodation and floating support services, although has application amongst an extensive range of markets.
The system is easily navigable, comprehensive and promotes transparency amongst users, as well as time saving and compliance. It allows users to record all interactions between service users and support workers supporting text and images. The system incorporates built-in, time-sensitive workflow to ensure contractual deadlines for producing documents are met. The workflow automatically sends alerts in the event a deadline appearing at risk of not being met. These alerts can be scheduled to notify various higher levels of management on a time-sensitive basis. The system ensures employers meet their safeguarding responsibilities for workers and service users, and protects employers in tragic circumstances. The system automatically logs every interaction between clients and support workers, from the client’s entry into the support service to termination of their period with the business,
assisting compliance and audits. The software system is equipped with features such as a safeguarding dashboard, details of
planned visits, and personal client details page storing information such as name, contact details, addresses, medical history, and numerous other aspects. The CRM system is ideal for use on a subscription basis for organisations who cannot afford the significant upfront capital expenditure or ongoing maintenance costs required to set up a secure document storage and safeguarding system, thus supplying ongoing, reliable revenue. Opportunity to explore multiple vertical markets on a subscription basis, such as care and
nurseries. Offers invited.