We are a new ppi claims company using Mac OS. We need a system that allows us to record client personal and financial information, work done, letters sent received, phone calls out/in (record call and add to the case of the client), automated letters based upon date, automated template letter system, reminders
example of the software in action;
client attends office or calls (record the conversation)
add client personal details to system
3 freelanceria on tarjonnut keskimäärin 453 £ tähän työhön
Certified IT Professionals with 10+ years of experience in delivering enterprise class web solutions, intranets, portals and business workflow solutions to clients worldwide. Please review the PMB for more information.