The Customer Centre is a secure platform that allows you to manage the collection of your clients information.
What can you do with the Customer Centre?
You can push the data contained in your People and Opportunity records into the Customer Centre, where your client can update their details. As your client is updating their information it is sent back to your Mercury CRM in real time.
The following information from your Mercury People and Opportunity records can be pushed to the Customer Centre (and updated by your client):
- Contact details
The Customer Centre is in beta and is currently role based. If you would like to try it out contact firstname.lastname@example.org