KEI CRM takes existing customer data (contact information, email, financial and more) and leverages it to improve marketing efforts by compiling the target market into a manageable resource for direct communications to the right person, or prospective customer. Users will improve customer communications because the auto messaging feature lets them know the minute users have received a message from them. The Document Management (an integral part of our KEI CRM system) matches messages to customer files by date, no more hunting for paper files. When users are ready to respond, all the customer's data is right in front of them.
KeiProject centralizes all project data and components into one spot for quick and easy access for all team members.