Customer Relationship Management (CRM)

Customer Relationship Management

All your investor data at your fingertips.
The ADAX Customer Relationship Management (CRM) module is a
powerful tool designed to streamline your investor and borrower
prospects, enhance customer engagement, and drive revenue growth.
With an intuitive interface and robust features, our CRM empowers teams to manage contacts, track opportunities, and close opportunities more efficiently.
At ADAX we understand that every business is unique. That’s why our
CRM is designed to be flexible and customisable, catering to the specific
needs of your teams.
All contacts within your CRM are available throughout the entire ADAX
platform so that your data is centralised to each contact and available for future reporting as well as available in all other modules.
The CRM is equipped with manual and digital online AML/KYC options to
streamline contact onboarding.
Capture relationships between contacts.
Add one or many profiles like “Investor”, “Borrower”, “Advisor” to add
content rich information relating to different user profiles.