Retaining an existing customer costs less than winning new business. ProspectSoft customer relationship management lets you take a holistic view of your customers, prospects and suppliers and capitalise on your investment of time and energy in building relationships. Providing you with a centralised 360° view of all interactions conducted through multiple channels, including mail, telephone, email, SMS, in person, and over the web.
Each record holds all the information your teams will need – from notes and contact details to quotes and opportunities. This insight is shared securely across your business to turn prospects into customers, boost retention rates and build strong trading relationships. You eliminate the inaccuracies, duplication and oversights that inevitably occur when 'hand-carrying' data from one solution to another.
Empower your teams to deliver seamless service
In the office, on a customer’s site or on the road, your teams have access to everything your organisation knows about the customer and your business ...
"Finol invested in Exchequer software over 5 years ago, and Exchequer continues to grow and adapt to our unique and ever changing business requirements. The extended functionality allows us to use Exchequer software as a central hub for the majority of our business software requirements."
"With the live OLE links to Excel we have cut our inputting time at month end by up to 60% and enabled accurate and timely cost centre and departmental end-user reports at complex project/donor levels for our management team and donors."
"Exchequer Software provides us with everything we need for our Accounting purposes. We have now decided to expand our use of the software. We are developing an e-commerce website hand in hand with Exchequer. This has been a smooth process so far and everything is exactly as explained at our initial meeting. Excellent... first class service!"