CRM
The cornerstone of your business relations. The tool for managing and growing your customer and partner base.
Clients
Clients
Work with your team in real-time and never miss a beat
Relations
Build, manage, and maintain strong connections with clients and partners
Leads
Capture, track, and convert leads efficiently into loyal customers
Suppliers
Contractors
Organisations
Management
Manage all aspects of your customer details and interactions
This centralised customer management allows you to keep track of every touchpoint, ensuring that your team has all the information needed to provide personalised and effective service. From lead management to customer support, Collabia CRM helps you stay organised and responsive.
Relations
Build, manage, and maintain strong connections
Improve your customer processes and satisfaction levels. The module helps you manage your work more efficiently, track customer interactions, and respond to customer needs in real-time. With all your customer data in one place, you can deliver more targeted and effective communication, ultimately driving higher sales and retention rates.
Capabilities
Project Management Toolkit
Discover the key features designed to improve and streamline your project management.
Profiles
Manage partners details and contacts in one place for easy access. Keep track of important records, notes and documents organised.
Relations
Overview of clients, suppliers, subcontractors and partners. Get insights into interactions with different people and organisations.
Leads
Capture and track leads from multiple sources in one place. Track progress and convert into loyal clients or partners.
Records
Coordinate and manage projects, activities and tasks related to each partner. Gain actionable insights on current progress and results.
Access
Grant system access to external people to share resources and reports. Bring your partners on the platform to collaborate on projects.
Tags
Add custom labels to each CRM record to enable quick search, sort and further categorisation of clients and partners.
Efficiency
Greater operational efficiency
Customers
Up to date record of customer base
