We started life in 2011, developing software and working on various projects with clients in the public and private sector. We started developing our own CRM/Case Management system ("FIRsT") after realising that some of the CRM products on the market weren't flexible enough for some users, and were expensive to implement, requiring external consultants in most cases.
We now concentrate mainly on the multi-agency safeguarding and community safety market, as that is where we have bulit up our experience and case studies. However, the FIRsT system is extremely configurable and can be tailored to most applications: for example, one of our clients use it to organise their sports events and manage all their coaches and teams.
The FIRsT (Flexible Information Reporting Tool) allows you to capture the client's data you need for your organisation to deliver excellent customer management. You can automatically route data to the correct team for immediate action without having to rekey information and understand and analyse clients' histories and associations and have their inter-relationships identified and mapped.
The system allows you to keep your valuable client history and vital sales opportunities in one application and form your ready-made client marketing database. FIRsT adds value to your organisation, allowing you to do more for less.Other features include:
- * Complete bespoke reporting, data extraction and 3rd party integration capabilities
- * Inbuilt mapping functionality for capture and display of incidents
- * Address data captured in standard formats for reduced key strokes
- * Customisable email escalations and workflows to allocate work to teams/users and ensure resolution
- * Create bespoke case types, data fields and statuses
- * Ability to create notes, attachments and template letters