We are looking for an IT company

We are looking for an IT Company to tender to build a Customer Relationship Management System for Residentsline

Residentsline is tendering for an IT Company which specialises and understands Insurance transactions and Residents Management Companies to build a Customer Relationship Management system to a specification that will be provided at the next stage.

We are looking for a Company with proven experience to build a Customer Relationship Management solution which is able to:

  • Create a policy management engine that allows us to track various policies within our CRM records
  • Create an activity management system that allows for auditable trackability of all actions taken within the system as per FCA requirements
  • Log email to online archive allowing key points of communication to be tracked and reviewed with the CRM record
  • Benchmark staff productivity throughout the system
  • Create an API that allows incoming enquiries to automatically be populated into our system

Our wire frame will be available by the 5th June 2019 – please email belinda@residentsline.co.uk to receive a copy.

We look forward to hearing from you.