
Connect with Your Clients and Prospects Quickly

CRM - Spend time building rapport, not entering data
iChannel CRM is unique in that it truly gives you a total view of a client with insight into documents, emails and projects.
CRM Security is a new feature that adds additional security settings for Projects, Activities, and other modules within iChannel. CRM Security allows organizations the ability to restrict offices from seeing different office | clients, or for organizations who have an offshore team, where the organization would like to limit what clients they would have access to within iChannel.
The iChannel Customer Relationship Management (CRM) tool provides your organization with a central contact management database allowing you to efficiently manage contact information and interactions you have with those companies.
iChannel's advanced CRM allows you to provide better service and improve communications with your customers. The iChannel tool frees up your employees’ time spent on mundane data entry tasks and allows them to focus on important relationship-building activities with clients and prospects.
