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CRM Solutions

for leading corporates

Our all-in-one solution has in-built telephony. It’s smart, simple to use and supports your entire organization ensuring your team are aligned and in sync with your company’s goals.

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Our Solutions

Identify new opportunities, convert visitors, deliver customer happiness, and more!

Sales

Service

Marketing

Productivity

Sales

Happy customers buy more. 1Stream CRM gives your team the right tools to build lasting customer relationships and grow revenue. Convert more leads, close more deals, and gain deeper insights into your prospects with these time-saving tools.

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FEATURES

Lead Management

Convert more leads by tracking your customer activity and assigning the most appropriate sales team members to follow up on leads. Arm your sales team with up-to-date contact information and relevant insights to close more deals.

Deal Management

Create opportunities to upsell and cross sell with our customer-centric account and contact management solutions. Our fully integrated 360-degree customer view allows your team to access customer history and track their information.

Omnichannel Solution

Communicate with your customers on their preferred medium with our omni-channel solution – linking voice, email, SMS, web chat, WhatsApp and social media whilst recording every interaction.

Workflow & Automation

Route, record and report on every customer interaction. Track your customer’s journey through the sales funnel prompting your team on the next steps to secure a transaction. Create alerts for your team based on the customer status.

Telephony

Improve your operational efficiency by automating outbound call accuracy and speed with our smart dialler. Four dialler modes are available depending on the objective of your campaign: Click-to-dial, Preview, Power and Progressive.

Reports & Dashboards

Rich and robust customer data reports will transform your business. Easy-to-use and sharable dashboards enable all stakeholders in your team to spot issues and make real time decisions.

Finance

Manage your projects and campaigns with easy-to-complete timesheets, quoting software and invoicing programs.

Security

Numerous safeguards have been implemented to protect customer data. We take security and privacy seriously and are committed to GDPR and POPIA compliance.

AI

Give your customers an easy and effective way to interact with your organisation. Our array of automation, chatbots, dynamic scripting and voice analysis drive productivity and reduce the cost of service in your business.

Service

Your customers expect exceptional service, and we can help you deliver on that promise. 1Stream CRM gives your team access to a range of tools allowing your team to manage tickets efficiently to deliver a personalised and proactive experience.  Our customer service tools are designed to help you resolve more questions faster, the first time around, converting your customers into advocates who help grow your business.

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FEATURES

Helpdesk

Manage and solve your customer queries by tracking and prioritising cases and workload with the Helpdesk ticketing solution. This advanced Helpdesk ticketing solution ensures that customer queries are serviced by the right staff member in the shortest possible time.

Case Management

Deliver exceptional service with a 360-degree view of your customer and your relationship history. This data is accessible by all relevant team members and includes key contacts, communication history and their preferred medium of contact (including voice, email, SMS, web chat, WhatsApp and social media).

Project Management

Simplify your process and enhance employee collaboration. The project management module ensure that nothing gets missed as you can simply create a project when a deal is won and you pass work from 1 team to another.

Self Service

Optimise productivity by offering seamless self-service allowing customers to resolve their queries at their convenience. The self-service solution can be linked to a variety of services including alignment to SLA rules, automated emails and actions around ticket resolution, dynamic templates offering common responses and ticket escalation.

Omni-channel Solutions

Improve customer service whilst increasing productivity levels with our omni-channel solution. Cases are routed to the most appropriate and available staff member with the skill set to assist the customer. Manage your business goals to ensure key projects are prioritised.

Workflow & Automation

Manage customer queries with “workflow” routing. This allows multiple employees from different divisions to address issues without needing to meet or speak. Track workload, check for tasks that fall out of SLA and look for “congestion” points that need to be resolved with our dashboards.

Reports & Dashboards

Manage and track customer experience with rich, robust reports on easy to view and sharable dashboards. Analysis and tracking tools expose issues in the business resulting in less time spent problem solving and more time servicing your customers.

Security

Protect customer data with 1Stream’s design and code safeguards whilst ensuring compliance with relevant legislation.

AI

Drive productivity and reduce the cost of service in your business with an array of automation, chatbots, dynamic scripting and voice analysis. These solutions provide ease of use and choice for your customers.

Marketing

1Stream CRM helps your team create successful campaigns that target your prospects with the right message, in the right channel and at the right time.

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FEATURES

Accessible Customer Data

Use data driven insights to develop, track and manage marketing campaigns that are relevant and will resonate with your customers.

Reports & Dashboards

Measure the success of your campaigns by monitoring which activities are performing well. This will help you manage your investment and plan future campaigns.

Omnichannel

Communicate with your customers on their preferred medium with our omni-channel solution – linking voice, email, SMS, web chat, WhatsApp and social media whilst tracking their journey through the sales funnel.

Personalized

Deliver a more personalized experience by creating campaigns around the customer journey. This targeted approach resonates with customers and improves campaign results.

Customized

Create customized, sophisticated, and intuitive campaign templates. These are easy to build and can be automated or combined with other campaigns to achieve dynamic and effective marketing.

Workflow

The workflows within 1Stream CRM can be used to control the flow of documents through various processes. Although default workflows are built into the system, custom workflows can be created as a business grows.

Automation

Using automated workflows, intelligent, data-driven, multifaceted campaigns can be built to deliver the right message to the right prospects at the right time. Streamlining processes and ensuring a seamless experience also benefit employees.

Productivity

1Stream CRM allows you to build powerful business workflows adapted to your team’s needs. Eliminate costly repetitive tasks by automating the process.

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FEATURES

Finance

Manage invoicing, payments and expenses all from a single environment. Get all your information in one place from a convenient customer portal to enable quick payments and automated follow-ups to collect late payments.

HR

Successfully manage your employees and centralise all your HR information from a single environment, including recruitment and time off. Receive alerts for any new leave requests, allocation requests and more.

Website

Build websites directly from the open-source website builder. Numerous easy to use templates are available that enable you to drag and drop to create a customised look and feel.

Knowledge Base

Share important information from your organisation’s library to improve collaboration with all your stakeholders. Creating professional documentation is fast and easy with the powerful text editor. Improve your knowledge together.

CRM & Contact Centre Solutions

Join our growing network of leading South African companies and get started with 1Stream today.

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CRM & Contact Centre

Solutions.

Improve service & boost sales

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