Handle Framework – Customizing Forms

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.

Integrate your entire process

Standard Form Functionality

Standard Search and Reporting Functionality

customertraxHandle Framework – Customizing Forms