Regal Consultants Limited

Regal Consultants Limited

Regal Consultants Limited is a pensions and investments consultancy based in Tonbridge Kent. They have been using icomplete CRM since March 2011 to store all client contact details.

What we needed in a CRM system

We needed a system to enable us to record all client information which we could access both from the office and from home.

We choose icomplete as it is easy and simple to use and enabled us to store all the important client information we need instant access to.

Why we choose

We have been able to promote special offers to our clients using the integrated emarketing software. This means that we can target our clients with offers that will be of interest to them and this is all recorded within the contacts section of icomplete so we know which client has received a special offer email campaign and using the built-in report feature we can track the success of an email campaign.

Why we would recommend

If you are looking for a cost effective, simple solution which is easy to use – then icomplete is exactly that.

Our Customers

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