For Road Warriors, Business Developers, and Client Service Pros
Fill and manage new business pipelines and expanded client opportunities with integrated CRM.
Customer Relationship Management (CRM)
New business pipelines and expanded client opportunities are the engines that drive your future revenues. e·silentpartner helps your new business and client service staff track and plan for new projects and retainers. With e·silentpartner's integrated Customer Relationship Management tool, your firm is better equipped to turn new leads into clients, and current customers into steady relationships.
Productivity Enhancing Features
Helps road warriors get quick access to critical information, on the go, including leads, contacts, clients, notes, proposals, quotes, and status reports. Plus, they can import new contact data into the CRM, anywhere, anytime
When projects are given the green light, CRM system quotes are easily turned into live projects for your project management staff to execute – saving time and increasing new project margins!
Seek and Find
With e·silentpartner's typeahead feature for search and entry windows, you'll never lose track of any information or opportunity.