Client Management

feature_ClientManagement

Grow your network and close more sales

Delivering an exceptional client experience starts by giving your recruiting team the tools to deliver a great service. Mercury xRM has built-in customer relationship management (CRM) functionality that enables you to develop stronger client relationships and expand your network. With smart workflow automation and great usability driving high user adoption, Mercury xRM works with you to drive up standards and sales revenue.

Mercury xRM enables recruiters to:

  • Rapidly create, share and assign contacts, accounts and leads.
  • Access client information on mobile devices while on the move.
  • Easily manage and track client calls, emails and appointment activities.
  • Preserve client history and relationship even when clients move company.
  • Use Mercury xRM within Outlook for improved productivity.
  • Automatically track incoming and outgoing emails against client records.
  • Keep client data clean using duplicate record alerts.
  • Manage purchase orders and store all client documentation centrally.
  • Use mail merge capabilities to instantly send mass email and mailers to defined client segments.
  • Drive up service standards across the recruitment lifecycle with in-built prompts and tasks.
  • Create personalised dashboards to track activities against target and team.
  • Instantly create personalised views for easily segmenting client data.
  • Optionally offer client self-self through integrated client and candidate portals.


Gain a competitive advantage by using Mercury xRM
recruitment software
BOOK A FREE DEMO TODAY TO FIND OUT HOW