Industry-leading CRM platform
Our LogixCRM (Customer Relationship Management) is a cloud-based SAAS system built by financial services professionals for the financial services industry. It allows businesses such as financial brokers to better track and manage their clients, engage with them at critical points and produce better sales outcomes.
LogixCRM allows businesses to manage and nurture
leads the way they want.
leads the way they want.
Key Features
Actively tracks and manages customer information.
Customise the dataset, based on your needs
Create leads manually or generate from an API
Customise the lead cycle workflow to suit your business
Robust permissions management for your staff
Data, statistics, and analytics for deeper insights
Set up tasks to promotoe customer engagement
Connect your team to facilitate collaboration
Seamless experience let's you focus on your business
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