Simple, Smart, Speedy
The Handle CRM Framework is comprised of a number of different modules created with the one goal in mind; to simplify processes. Take for example a new process you want to implement. It’s rare that there will not be problems getting team members to follow process without using multiple systems and re-entry of data.
You want your customers to have a great experience doing business with you. This cannot be accomplished without streamlined processes making your team members jobs as easy as possible. The Handle Framework is designed to create a singular screen where you start and end a process. A single click for a simple experience by your team, that is smart, intellegently directing them what to do next, and speedy, getting your customer what they want and need quickly.
Standard Form Functionality
- Field level permissions / visibility (request approval processes)
- Field Groups
- Editable Drop-Down Fields
- Relationships, Linking, Quick Add
- Share – standard print, PDF, and email link (internal Handle users)
- Copy data to a new form
- Autofill
- Notifications – Notify anyone internally about standard or custom activity
- Attachments and Media (voice, images, video)
- Voice to text (mobile devices only)
- Automation: Alerts and notifications. (Rules based Automated Alerts, Notifications, Calls, etc.)
Standard Search and Reporting Functionality
- Keyword search – Google like account search against DBS accounts and prospect records
- Advanced search – Construct custom searches/reports, save, and schedule automatically
- Export to Excel
- Mapping – Google Maps integration with advanced searches
- Target
- Mailchimp
- Scheduled delivery
- Mass Edit
- Archiving
- Offline Synchronization (mobile app only)