An online CRM solution for Risksmart Group

RiskSmart have developed a number of innovative, online solutions to help managers better understand key risks to their business and to quickly comply with complex areas of legislation.

We designed and developed a customer relationship management (CRM) system for Risksmart to enable their users to access and maintain sales lead information quickly and easily. An online solution was designed that meets their CRM requirement without burdening their IT infrastructure.

The system needed to be intuitive and easy to use for a range of different user levels. Some of the key features of the system are;

Data importing from lead data provided in MS Excel
Quick allocation of leads to users as required
Automatic 'top-up' of leads for users
Automated emailing and printing of marketing letters from lead details
Intuitive sale detail recording when a sale is made
Extensive reporting for management users
Quick data searching for lead information
Varying levels of user

Technologies used

Active Server Pages (ASP)
MS SQL Server 2005 Database

Selected Screen Shots

Campaign management master page enables a snap-shot view of a campaign's progress

Online support logging enables users to report queries or problems to Flair4 Design quickly and easily. All queries are logged and maintained using our own support system.