Leading supplier of enhanced CRM systems broadens its solutions reach with a companion to Communica Pro and Communica Enterprise.
Communica Lite gives smaller investment managers and start-ups access to the market-leading enhanced client relationship and workflow system with only the key functionality enabled to meet the needs of the organisation in its early stages.
Key functionality includes: the ability to manage Companies, Contacts, Leads, Opportunities (potential investments), and Client requests; Track all your activity and interactions regarding your key relationships; User defined Dashboards and pre-configured Reports; and a “What’s New” news feed (a Twitter-like interface for records you follow).
As the needs of the organisation changes, additional functionality can be added by upgrading to Communica Pro or Enterprise licence.
Ian Murrin, Chief Executive Officer at Digiterre, said “With the launch of Communica Lite, we wanted to enable smaller investment managers and start-ups to have access to a fully tailored CRM system at an affordable price. Communica Lite has the necessary components for start-ups, and as they grow allows them to upgrade easily for access to additional functionality they will need. The Communica Platform allows for the changing needs of investment managers, and functionality can be turned on and off easily.“