SwitchTransact will maximize your time and money
Effortlessly organise and oversee your accounts and members and keep track of important details, communication and finance history..
Our lead management tools help you capture, track, and convert leads into loyal customers.
Improve your overall data quality through 3rd party or custom integrations.
Automate everything from marketing & contacts to finance in one go.
Take full control of your data and gain insights like never before.
Craft precise and customisable queries to extract valuable insights from your data, enabling you to make data-driven decisions.
Segment your data effortlessly. Tailor your communications and marketing efforts to specific customer groups, increasing relevance and engagement.
Organise and categorise your contacts for precise targeting. Gain control and visibility over your activities, ensuring the right message reaches the right audience at the right time.
Integration & Reporting
Countless integrations into and out off SwitchTransact
Seamlessly import leads and customer data from multiple sources or export it for analysis and sharing.
Integrate with call centres or 3rd party applications. Need a custom integration let us know?
Gain deep insights into your CRM performance. Track key metrics, measure campaign effectiveness, and make informed decisions to optimise your customer management strategies.