Private Office includes a system of customer relationship management (CRM).
CRM allows companies to receive notifications about potential clients and assign them to sales agents. After check employees of the company will require only minor interaction with customers: deposits, withdrawals and technical questions. The system will track and record the activity history of clients within the account and notify the selected employees if a task requires their attention.
CRM can be a great tool for speeding up tasks for sales and marketing: data can be exported and used for electronic mailings.
The interface of the system allows to send e-mails directly from the system and track all communication. Privileged users can always see how their subordinates perform, and analyze any and all situations associated with customers.