FSA CRM PCI Compliant Telephony Software

FSA CRM PCI Compliant Telephony software offers powerful features at an affordable cost.

FSA CRM PCI Telephony

Keep on the right side of the law when it comes to the FCA. Many FSA within the financial sector need a quick and easy way to track calls as well as store and playback call recordings against a contact record. We offer PCI compliant CRM platform with built-in telephony:
* Integrated VoIP telephony call recording/muting, click2call
* PCI compliant telephony and contact management CRM all-in-one
* Pop up scripting to avoid mis-selling of products or services

Automated Work Flow

Track sales and renewals through a sales pipeline and set up automated triggers tasks, email or sms reminders.

* Work flow automation ensures sale procedures and follow ups are done on time
* Forecasting and projections reporting to measure incoming revenue
* Automated client reminders and follow up tasks for annual tax returns, monthly payroll, CIS reminders, policy renewals, insurance reminders

E-signature

* Direct Mail letters from 44p per letter to print, post and send from the system
* E-signature legal documentation for signed contracts fast

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FSA CRM PCI Compliant Telephony software

UK's CRM is Customisable

Customised to suit customers specific requirements and budget. Our own in-house development team will build exactly what you need using all of our integrated services i.e. - VoIP, email and sms marketing, task management, calendar booking features, mail-merge and custom reporting. Choose the features you need for your business on our CRM platform without having to start from scratch.

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Complete history all in one place

Complete history all in one place

  • All conversations and communications stored in a contact and shared by the team.
  • Store email, meetings, tasks, notes, documents, emarketing and SMS campaigns, eFAX, voicemail, call recording and SMS messaging.
  • Captured in real-time and shared online, accessed from anywhere. Nothing gets missed or duplicated.
Centralised call tracking system

Centralised call tracking system

  • Track & monitor team call activity all online from anywhere.
  • Analyse call logs – call costs, caller ID, call duration, missed calls, etc.
  • See team and individual call activity and productivity with call reporting, ideal for sales teams.
Share information with the team

Share information with the team

  • Real-time emarketing activity is available centrally to all of the team.
  • Email campaigns stored inside each contact including their activity and results.
  • Sales teams can respond instantly without getting lost in long lists and statistics.

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icomplete CRM for small business works with:

Use icomplete from your iPhone, Blackberry or Android smartphone iPhone, Windows Phone, Blackberry & Android smartphones
Fully compatible with Chrome, Safari and Firefox Google Chrome, Safari & Firefox compatible
Works with iPad, Surface, Google, Kindle and Android tablets iPad, Surface, Google Nexus 7, Kindle Fire & Android tablets
Works with Mac, Windows and Unbuntu Mac, Windows, Unbuntu & Linux systems
Synchronises with Outlook Synchronise with Outlook Contacts & Calendars
Import Excel spreadsheets, CSV or vCard data Import Excel spreadsheets, CSV or vCard data
Integrates with Twitter, LinkedIn & Facebook Hotmail, Windows Live, Google's Gmail & Yahoo!
Integrates with Twitter, LinkedIn & Facebook Integrates with Twitter, LinkedIn & Facebook
Call recording, caller ID, call reports, click2call, voicemail in email Call recording, reports, caller ID, Click2Call & voicemail in email