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CRMLink Overview

Efficiency in today’s economy is critical to all businesses and we’ve developed a tool to help deal with the stresses of customer relationship management. Specifically designed for the payroll industry, CRMLink gives you instant access to vital information regarding your clients. With completely customizable features, this application can be automated to inform you about client needs and opportunities. CRMLink is ideal for companies that want to build reports and dashboards around their client data. With the ability to build workflows, trigger emails, collect data from your website and so much more - - we are certain that CRMLink can bring value to your company.

  • Tax Notice Management: Store and track all related correspondence, and easily manage trends and potential issues.
  • Sales Force Automation: Track your pipeline, generate quotes and provide detailed information to prepare for future workloads.
  • Green Document Storage: Store all of your documents in our online virtual filing system, that can be arranged and searched by client.
  • Notifications and Alerts: Automated email notifications to staff and clients based upon custom workflows, specific actions or calendar based events.

(Download the CRMLink product sheet)