Customer relationship management
View and manage every bit of information on your potential and current customers, to help drives sales growth and increase customer retention.
Businesses are built on relationships
Your CRM is the core of your business. It is designed to make your daily work life easier by digitalising processes and tasks to improve efficiency and productivity in the workplace.
Report on and analyse interactions, manage leads and organise client information in one place for quick and easy access to orders, emails, engagement and documents, when you need them the most.
360 degree customer view
Get a full picture of the customer journey with every interaction with your contacts, all recorded in one, secure location.
Define team members that can view specific data, so that information on your customers can be seen by everyone who needs it.
From first contact to sale, data collected from your website, emails, calls, meeting notes and marketing campaigns, your Fortifi CRM keeps track of all your vital customer data.
Quick access to previous customer conversations
Provide next level customer service using Fortifi Support and view all your conversations from a customer's account page.
Support tickets and Live Chat conversations are automatically recorded against the customer account, so you to get full insights into your customer interactions over time.
View full order history at a glance
Get instant access to customer payment details and purchase history by using Fortifi Billing to manage your orders alongside your Fortifi CRM.
Store information on your customer invoices, orders, refunds, transactions and preferred payment methods, all accessible from their account page in Fortifi CRM.