CRM & Marketing
Other Solutions
CRM & Marketing
unify your CRM & Marketing with LWT Enterprise
Key Features
Centralised Customer Information
A central point for collection of all customer and prospect information delivered through a single dashboard view of a customer’s history. Security profiles control access, visibility and ownership of customer data for franchised and non-franchised business models.
Sales Force Management
Track front office interactions to support customer contact management, sales force automation and sales management. Features include contact categorisation, follow up reminders, sales lead tracking and preferred marketing methods.
Collaborative Customer Service
Integrated back office operations ensures all aspects of dealing with a customer’s loan are collected and visible across departments. Supporting identification of cross sell opportunities and customer preferences.
Campaign Management
Supports targeting filtered groups of customers according to select criteria, generating campaign related material and tracking responses and campaign statistics.
One-one-one webinar
Register Now
For a full demonstration of LoanWorks’ capabilities, register now for a no-obligation, one-on-one web seminar