Manage Lead Funnel Efficiently

The BLUCRM Lead Management solution is a complete set of capabilities for generating leads and converting them into loyal customers.

Manage Customers and Quotes

Professionalize the customer experience by providing customers with access to a tailored customer portal. Use it to maintain a channel of communication and to share records and files. Customers can also submit customer service requests through the portal for more professional case management.

Manage Orders and Invoices

BLUCRM's order and billing management capabilities integrate your sales, finance and operations teams; improving quote accuracy, eliminating billing errors, strengthening revenue recognition processes and driving accuracy and efficiency.

Collections and Receivables

Prioritize collector portfolios leveraging risk data, account history, and other criteria. Use powerful automation, alert and task engines to allow agents to focus on their efforts more efficiently. Integrate with power dialers, IVRs, and call centers. Customize emails and call templates, provide standardized communications and allow attachments of account statements and invoices.

Optimize Your Taxes

BLUCRM dynamically links your taxes to your invoices, orders and receivables and delivers instantaneous tax decisions based on precise geo-location in different taxing jurisdictions throughout the globe.