YIIC Connect Starter - CRM
بواسطة YIIC INNOVATIONS LTD
Streamline operations with standardised CRM processes and centralised data management
Transform how you manage customer relationships with YIIC Innovations Starter CRM: a streamlined solution built on the robust Microsoft Power Platform. Say goodbye to spreadsheets and manual processes, and embrace a modern, cost-effective CRM that is simple, powerful, user-friendly, and designed to grow with your business.
Key Features
Business-to-Business (B2B) or Business-to-Client (B2C) Management
Manage and track interactions with clients or businesses effortlessly in one unified platform.
Mobile and Tablet Canvas App
Access your CRM on the go with a responsive app designed for mobile and tablet devices
SMS Functionality
Communicate with customers through integrated SMS features for instant updates and notifications.
Account Management
Organise and maintain comprehensive records of customer accounts, including key contacts, history, and preferences.
Appointment Scheduling
Schedule and manage meetings, calls, and appointments directly within the CRM for efficient planning.
One-Stop Shop for Customer Communication
Centralised customer communication (e.g., email, SMS, and case tracking) into a single platform for seamless interaction
Why Choose YIIC Connect Starter – CRM?
- Built on the Microsoft Power Platform by certified solution architects and Power Platform specialists. YIIC Connect Starter CRM ensures that you get a scalable, flexible solution tailored to your business needs. Whether you want to expand its capabilities on your own or with our help, it’s built to grow with you.
- Multi-Platform Access – Desktop, Mobile, and Tablet - Work from anywhere with our responsive app. Add opportunities on the go, track customer interactions, or monitor active cases—all from your preferred device.
- Seamless integrations with existing business systems and business applications.
- One-Stop Communication Hub Consolidate all customer communications - email, SMS, and case management—into one platform for a unified customer experience. Never miss a detail or an opportunity to engage.
- Option as a Fully Managed Service is available - Eliminate the burden of IT maintenance and focus on growing your business. With YIIC Connect Starter CRM as a managed service, you get continuous support and updates to keep your operations running smoothly.
- YIIC Connect Starter CRM is the perfect starting point for adopting full Dynamics 365 modules like Customer Service or Field Service, ensuring a smooth transition when your business is ready.