The CRM is your go-to app for managing all your company’s relationships and interactions with clients and potential clients. Specifically, this where you manage your Opportunity and People records.
What is in the CRM?
The CRM is where you will find tools designed specifically for brokers. To navigate the app, expand the left-hand menu of the CRM by hovering your mouse over it.
Dashboard – Customise to suit your team and quickly access the items you need. This section is split into Workspace, Recent Opportunities, Tasks and Reports. Learn more.
Opportunities – Manage all your Opportunities from the one place. This is a view of all Opportunity records in the selected Branch. Learn more.
Kanban – Your sales pipeline, the Kanban provides a visual representation of your Opportunity records and can be used to progress applications through the Opportunity statuses using drag and drop functionality. Learn More.
People – Your contact database, access and manage all your Person records in the selected Branch. Learn more.
Companies – Your company database, access and manage all Company records in the selected Branch. Learn more.
Tasks – Create and manage tasks so you never miss a follow-up.
Doc Centre – Create and manage Doc Centre requests to obtain necessary documents from your clients.
Inbox - This is your main Mercury Inbox where you can allocate emails to records.
Reports – Gather valuable insights using our reporting tools for Opportunity records. Example reports include Business Statistics, Settlement Reporting, Database Activity and Custom Reports. Learn more.