TechnologyOne Customer Relationship Management (CRM) is our newest and most exciting solution, designed to help manage all your stakeholder relationships.

Delivering a 360 degree view of all your stakeholders, TechnologyOne CRM enables organisation-wide control and intelligence relating to all your organisational relationships, as well as being able to view information from other TechnologyOne solutions - all on the one screen.

Offering all the features you would expect from a best in class CRM solution, TechnologyOne CRM enables complete integration with the Microsoft Office Suite. Synchronise emails, tasks and contacts from Outlook, report directly out of Microsoft Excel as well as merge data to Word to create letters and labels.

TechnologyOne’s CRM solution differentiates itself from many solutions in the market with its ability to cater to the specific needs of local, state and federal governments, community service organisations, as well as sales and service focused organisations.

Find out more about TechnologyOne’s CRM solution designed for:

 Community Engagement

For government and community service organisations wishing to improve the quality of public policies and the effectiveness of their services through better community engagement and development programs.

• Strengthen trust within your community
• Improve organisational responsiveness
• Invest in good governance
• Engage, coordinate and communicate with key focus groups
• Meet the challenges of an emerging information society

  Grants Management

For public sector organisations wishing to effectively support the grants management process.

• One solution to manage entire grant lifecycle
• Keep your IT budget lean
• Integration saves time and eliminates duplication
• Simplify workflow and administer grants faster
• Reduce risk and protect your department’s reputation
• Better accountability and process transparency
• Improve communications
• Deliver financial insight into viability of grants

 Customer Sales and Service

For organisations that want to improve their customer service and sales success through improved communication.

• Increase sales
• Improve business efficiency
• Improve customer service
• Forecast cash flow
• Focus your marketing campaigns
• Measure and justify your marketing investment