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Start bringing people and information together with the FoxHub CRM

The FoxHub CRM is a module specially developed to provide a full overview and management of each customer account, accessible by the lender and all of their stakeholders.

Quick Overview

Complex relationship management simplified.

At the touch of a key, FoxHub CRM gives your team the edge with all the information they need at their disposal in real-time.

The FoxHub CRM module is a powerful customer relationship management application for prospects, current customers and business contacts. From leads management and nurturing, customer information management, appointment scheduling, billing and invoicing, quoting, and more, the module improves insight across the business database.

Directly connected with its own email client, emails can be sent to and received from contacts, and automatically recorded within the system.

While internal team communication and contact task assignments with auto prompting, overall further assist lead management. Coupled with the benefits of having complete contact information that can be stored, including submitted documents, shared documents, images, contracts, and proposals.

FoxHub CRM integrates with FoxHub, FoxHub Accounts module and other accounting tools like SAGE and Xero, to make it a powerful workhorse for your business.

Real-time information

Synchronous data

Multiple access

Connect brokers and investors

Leads management

Nurture and view profile

Communication hub

Email all documents

Integration

For all modules and APIs

Connect everyone

Leads management

Communication is key

Analyse performance

Increase business productivity and connectivity

Key benefits

  • Database management of all Borrowers / Investors / Contacts
  • Leads management - includes: followup prompts, diary entries, communication sequence templates
  • Insights and analytics
  • Team communication
  • Calendar/Reminder System
  • Document storage
  • Quotes/Proposals
  • Task management

Technology features

  • Cloud base technology provides seamless data backups and service updates
  • Security features includes failover safeguards and 99.99% SLA
  • LAMS integrates easily with SAGE and other accounting packages via API
  • Quick install and setup within - 24hrs
  • Broker portal built in as a module
  • Extra data security is provided

Licencing

  • One-time low cost install and setup

Reporting

  • Advanced reporting tool for custom reports
  • Generate full auditing reports with ease

Contact Vector Finsoft