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Smart WEB

Smart CRM

Axiom’s proprietary CRM tool is simply the best system available to grow and maintain your business. Period. The Smart CRM is a customer relationship management tool designed to both capture and manage all your client data.

  • Maintain a proper database
  • Own your own data
  • Manage existing relationships
  • Create sales opportunities
  • Web-based
  • Complete control and simplicity of use
  • Instructor led training

Smart CRM’s unique features include:

  • Tracking of client referrals
  • Reminders of upcoming events like birthdays and mortgagerenewals
  • Fully integrated marketing programs that run on auto-pilot
  • Direct communication with Filogix and Morweb
  • Team building – share records with specific co-workers or admin
  • Powerful work flow engine
  • Real time notification of applications and deal updates
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