For over 25 years, Cole Valley Software has served professional service firms by delivering fully integrated firmwide CRM solutions.
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The phone rings and up pops a window with the caller’s details, including financial information with: client name, phone number, location, fees billed this year, outstanding balance.... Financial or contact data that you choose is immediately available on screen.
Client Relationship Console (CRC) integrates with any VoIP phone, CRM, and Time and Billing system. CRC provides users the data they want when they need it - collections, billing and financial information, other professionals working with this client, data on cross-selling initiatives, or access to related applications.
CRC will connect your data silos and put critical information in front of the people who need it - when they need it.
Date: 03/25/2020 - 03/27/2020