Impact CRM

Impact CRM, developed by Impact Tech LTD, is a customer management solution designed to streamline and optimize sales, customer support, and marketing processes in real-time. This platform caters to businesses of various sizes and is suitable for sales teams, customer support teams, marketing teams, brokerages, and online commerce companies. According to the vendor, Impact CRM offers a range of features that can enhance customer relationships, improve efficiency, and drive business growth.

Key Features

Automated lead segmentation: According to the vendor, Impact CRM allows for the automated assignment of leads to the most suitable agent based on marketing channel, language, and Introducing Broker (IB) criteria. Automated tagging, utilizing lead scoring, helps designate leads to pre-defined pools.

One dashboard delivers the big picture: The platform provides a single interface where users can access essential information such as personal details, lifetime value, verification details, KYC/AML status, previous interactions, and marketing campaigns. Additionally, users can view account activity, documents, audit logs, calls, and emails within their respective timelines.

Always online with zero downtime: Impact CRM ensures constant availability through a reliable and efficient ecosystem. The robust content delivery network (CDN), incorporating the latest technologies and techniques, supports uninterrupted service regardless of size, traffic volume, or data requirements.

Pay as you grow: The platform offers customization and scalability options, allowing organizations to choose the level of resources that best suit their needs. The agile framework and dedicated support team assist in setting up the platform and delivering tailored solutions.

Secure by design: Impact CRM claims to comply with GDPR regulations, offering encrypted data transmission and storage. The platform also protects against external threats using HTTPS and SSL protocols.

Trade across the globe: Impact CRM seamlessly integrates with popular trading platforms like MT4 and MT5, and offers integration with over 250 payment providers and compliance services, making it suitable for brokerages seeking global reach.

Unparalleled API architecture: According to the vendor, Impact CRM provides seamless integration with third-party applications and tools. The platform offers APIs or webhooks for secure and scalable integration, enabling connection with existing cloud-based apps and on-premise software.

Out-of-the-box integration with your favorite products: Impact CRM offers hassle-free integration with a scalable API architecture, making it easier to connect with other software solutions.

Sentiment Analysis: Impact CRM claims to provide AI-driven insights into the mood of clients and leads, helping users identify actions that drive sales and improve retention. This feature aims to optimize campaigns for higher conversion rates and enhanced sales performance.

Turn data to meaningful insights: Impact CRM allows users to gather valuable insights for higher converting campaigns. According to the vendor, users can define optimal listen/talk ratios and avoid compliance pitfalls for improved outcomes.