ST-CRM that truly meets the needs of the clients
ST-CRM provides a 360° view of your clients over the life of their association with your organisation. It lets you keep all contacts, notes and information in one place for life
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Primary Features
Clean View
Clean grid view of all affiliated people and organizations
Fields
Customizable fields, allowing you to see the data you want at a glance
Filter
Filter any grid view to display a subset of people in different categories
Communication
Communicate with any subset or group with just one click to send group emails
Reports
Customizable reports with one-click export to Excel
Key Benefits
- Clean grid view of all your people
- Easily filter any grid view to display a subset of people, such as by customer type/year/season, package, priority, role, or other characteristics
- Customizable fields, allowing you to see the information you want at a glance
- Apply unlimited tags to create groups and subgroups of people or organizations
- Communicate with any subset or group with just one click to send a bulk email
- Easily create and save your own reports with single-click output to Excel download
- Each person gets a unique ID number for life
- Matching algorithm minimizes duplication
