The Power of Specialisation
General purpose CRM systems tend to be very good at sales lead generation and tracking, as they were designed to do just that.
CoMetrix is also a general purpose CRM system, but it differs from general purpose CRM systems because it provides specialist tools to support the requirements of industries that incorporate complex distribution models.
Industry Solutions
Industries for which CoMetrix provides enhanced functionality include:This intense industry focus has led to the success of CoMetrix as the CRM solution of choice for businesses with complex requirements that are difficult to meet with off-the-shelf packages.
"The system has integrated income and FUM information from our major platform providers, helping
us to reconcile platform income reports with payments received. Reports show FUM movements and
income, by client, by servicing adviser or by allocated adviser."
Jacqui Henderson, Henderson Maxwell Private Wealth Management
"The intellectual capital held by experienced staff has been encapsulated within the system by coding 'best practice' into
'smart workflows', thus increasing the quality of business processes."
Tony Hartley, Madison Financial Group