Simply the Best Out-of-the-Box CRM Solution for Professional Service Firms.

Before spending a fortune trying to implement Microsoft CRM - Read this:

Unlike many other generic CRM systems on the market which are designed to fit a multitude of industries, the enCentral CRM module was designed from the ground up as a client-centric CRM and Client Management system, specifically for Financial Services firms. enCentral is based on the Party Data model allowing true customer level granularity.

So what?
enCentral can be implemented faster and at a fraction of the cost of other CRM applications. enCentral will also deliver superior features including comprehensive client management and CRM functionality right out of the box. The enCentral CRM is a fully relational client management system designed to provide all necessary client centric information allowing firms to deliver premium client service.

Key Points:

	Client Management / CRM designed for Professional Services firms not product orientated firms.
	enCentral is designed around the Client rather than products (or widgets) as is the case with many other CRM systems. All client data including CRM, statutory, compliance and financial data can be stored relationally against central client contacts. This delivers a complete picture of a client to your staff at a mouse click - and in turn a valuable tool to enhance client service.
	Faster implementation - at a lower cost.
	Due to its fitness for purpose for the Professional Services industry, enCentral does not require the costly configuration consultancy demanded by more generic CRM systems such as Microsoft Dynamics CRM. Likewise, enCentral can be implemented in a matter of days - not months.
	enCentral is based on the Party Data Model - providing simple access to valuable client data.
	Designed around the party data model, all data is centered around the "client universe". In this way it is very simple to perform client specific queries across a large data set. Key relationships with other entities, accounts and ledgers are managed by the system. For more information on the Party Data Model CRM, click here (Powerpoint). If you have problems loading this file - please try this file. Further, as with all enVisual modules, industry standard databases are designed to provide full access to client data for reporting and analysis. Unlike many other systems, central data can be interrogated using standard data query tools without manual intervention. We believe that your data is very important asset - one that should be leveraged by your business.
	Instant Ad-Hoc queries via fully integrated Query Tool.
	Users can perform ad hoc queries across all enVisual modules (subject to security), instantly from their desktops without using report writing tools and without knowledge of complex database structures. Using our enQuiry query generator - users and management alike can finally access key data using plain English. Querys and views generated by enQuiry can then be exported to applications like Microsoft Office or exported for use within Microsoft SharePoint.
	Simple to use - immediately productive.
	User-friendly systems are adopted quicker by staff and will deliver productivity sooner. The enCentral's user interface has a similar look and feel to Microsoft Office, providing a familiar environment that your staff will immediately fall in love with.
	Seamless integration with Microsoft Office - leverage your investment.
	enCentral integrates seamlessly with the Microsoft family of applications including Office™ and SharePoint™. enCentral can exchange emails, contacts, tasks, appointments and documents directly with the Microsoft environment - enhancing your enCentral CRM data with Office data generated by other users.
	Integrated BPM Workflow and Document Management - total control and audit trails.
	enCentral is centrally integrated with the enVisual administration and accounting suite, it also integrates seamlessly with the Microsoft

Other key points:

End-to-end Client Management - not just CRM.
Manage the entire life cycle of your clients. Majority of CRM products offer sales and prospecting tools only - which is only part of the picture for professional services firms. enCentral provides the tools to manage the entire life-cycle of valuable customers - from prospect through to long term customers, including all of the intricate relationships associated with customers. enCentral's unique Central Point Navigation makes it possible to "cut across" other integrated systems to provide a complete picture of a contact.

Marketing and Campaigning.
In addition to a full prospecting function, enCentral allows you to manage marketing campaigns and opportunities. All costs can be tracked as resultant revenues reported against opportunities and or campaigns.