For Account Managers
Client-Centric Excellence
A New Standard in Account Management
Unlock the full potential of your client relationships with Ripple CRM. Benefit from a suite of intuitive features that let you manage client accounts with ease, nurture meaningful interactions, and drive business growth. Analyse client behaviour, set up automated follow-ups, and achieve higher client satisfaction rates effortlessly. Make every client feel like your only client with Ripple CRM.
Key Features
Client Relationship Management
Imporve the Art of Client Relations
Navigating client relationships doesn't have to be complex. With Ripple CRM, you can effortlessly manage all client interactions from a single, centralised dashboard. Whether it's tracking communication history, storing important documents, or setting reminders for follow-ups, we provide you with the tools you need for meaningful engagement. Our platform helps you maintain strong, long-lasting relationships, ensuring your clients feel valued and understood.
Client Scoring
Score Clients, Maximise Relationships
Take the guesswork out of account management with Ripple's Client Scoring feature. Designed to help you identify and focus on your most important client accounts, this tool offers a straightforward scoring system based on client engagement and transaction history. Set custom parameters that matter most to your business, and let the platform handle the rest. With these insights, you can allocate resources more effectively, ensuring that every client interaction is tailored and impactful.
Automated Client Follow-ups
Never Miss a Beat in Client Engagement
Simplify your follow-up strategy and improve client relations with Ripple's automated follow-ups. Schedule emails, calls, and reminders based on client interactions or milestones, ensuring you're always in touch at the right time. Say farewell to missed opportunities and elevate your client experience.
Contract and Renewal Tracking
Keep Renewals and Contracts in Check
Streamline the management of all your client contracts and renewals. With Ripple's intuitive tracking feature, you'll receive timely alerts for upcoming renewal dates and contract milestones. Eliminate the guesswork, reduce administrative burden, and focus on meaningful client interactions.
Multi-Level Permissions for Tailored Access
Control Who Sees What in Your Client Accounts for Maximum Security and Efficiency
Navigating a labyrinth of permissions can be cumbersome, but not with Ripple CRM. Our multi-level permissions allow account managers to designate exactly who has access to specific client information. Whether it's limiting certain team members to view-only or providing full editing capabilities, you can now fine-tune access levels with ease. The result? A secure, efficient way to manage your client accounts without the risk of unintended exposure.
Client Communication History
Every Client Interaction, Neatly Stored
Gain a consolidated view of all client communications in one place. From emails and calls to meetings and notes, our feature offers a chronological record that can be easily accessed by your account management team. Stay in sync, enhance collaboration and deliver an unparalleled service experience to your clients.
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