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enSynergy are leading providers of integrated trust accounting, CRM and business process management software.
CRM, task management, process management, time recording and practice management, trust accounting and accounts production software.
The art of integration
Integrated wealth management and compliance software
 
   
 

Integrated wealth management solutions including enVisual, CRM, company secretarial, client accounting, trust accounting, investment accounting, portfolio management, task management, document management, document custody.
enVisual™ Professional Range.
enVisual  - see the results.
 

Simply the Best Out-of-the-Box CRM Solution for Professional Service Firms.

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Before spending a fortune trying to implement Microsoft CRM - Read this:

 

Unlike many other generic CRM systems on the market which are designed to fit a multitude of industries, the enCentral CRM module was designed from the ground up as a client-centric CRM and Client Management system, specifically for Professional Services firms.

So what?
enCentral can be implemented faster and at a fraction of the cost of other CRM applications. enCentral will also deliver superior features including comprehensive client management and CRM functionality right out of the box. The enCentral CRM is a fully relational client management system designed to provide all necessary client centric information allowing firms to deliver premium client service.

Key Points:

blue Client Management / CRM designed for Professional Services firms not “widget” firms.  
  enCentral is designed around the Client rather than products (or widgets) as is the case with many other systems. All client data including CRM, statutory, compliance and financial data can be stored relationally against central client contacts. This delivers a complete picture of a client to your staff at a mouse click - and in turn a valuable tool to enhance client service.  
blue Faster implementation - at a lower cost.  
  Due to its fitness for purpose for the Professional Services industry, enCentral does not require the costly configuration consultancy demanded by more generic CRM systems such as Microsoft Dynamics CRM. Likewise, enCentral can be implemented in a matter of days - not months.  
blue enCentral provides simple access to valuable system data.  
  As with all enVisual modules, industry standard databases are designed to provide full access to client data for reporting and analysis. Unlike many other systems, central data can be interrogated using standard data query tools without manual intervention. We believe that your data is very important asset - one that should be leveraged by your business.  
blue Simple to use - immediately productive.  
  User-friendly systems are adopted quicker by staff and will deliver productivity sooner. The enCentral's user interface has a similar look and feel to Microsoft Office, providing a familiar environment that your staff will immediately fall in love with.  
blue Seamless integration with Microsoft Office - leverage your investment.  
  enCentral integrates seamlessly with the Microsoft family of applications including Office™ and SharePoint™. enCentral can exchange emails, contacts, tasks, appointments and documents directly with the Microsoft environment - enhancing your enCentral CRM data with Office data generated by other users. office07integration
blue Integrated BPM Workflow and Document Management - total control and audit trails.  
  enCentral is centrally integrated with the enVisual administration and accounting suite, it also integrates seamlessly with the Microsoft  

Other key points:

End-to-end Client Management - not just CRM.

Manage the entire life cycle of your clients. Majority of CRM products offer sales and prospecting tools only - which is only part of the picture for professional services firms. enCentral provides the tools to manage the entire life-cycle of valuable customers - from prospect through to long term customers, including all of the intricate relationships associated with customers. enCentral's unique Central Point Navigation makes it possible to "cut across" other integrated systems to provide a complete picture of a contact.

Marketing and Campaigning.
In addition to a full prospecting function, enCentral allows you to manage marketing campaigns and opportunities. All costs can be tracked as resultant revenues reported against opportunities and or campaigns.

 
Communications management.

enVisual's Comms Center ("CC") controls exactly how documents / reports are delivered to recipient entities. CC distributes system generated documents to relevant entities according to user maintainable rules. CC also provides full bulk emailing and mail merging. All communication history is then stored in the Communications Log within CC.

Task management.
The task manager within enCentral manages all user created to-do tasks as well as system generated tasks. User task screens serve up listings of tasks due for each user or user group. Users can be automatically prompted when a task becomes due / overdue via our optional pop-up / secure messaging agent "enAlert".


Extended client data.
Need to extend the database to include your own custom data fields? By adding the enProcess process modeling / data capture module you can unlock an unlimited number of user defined fields. Data captured into the new structure can be visible from enCentral CRM. Click here to find out more about enProcess.

Integrated QAS customer address validation.
Available as an add-on module, the QAS Address Validation module provides the ability to search / validate and select addresses stored within QAS address databases at the time of data entry. Click here for further information.

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enVisuals CRM - Core information at a glance!
   
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