Manage Leads and Customers

Onboard leads through multiple channels, clean, segment
and enrich your data. Get an overview of your customers
communication and billing.

...

Empower Your CRM,
Elevate Your Business.

Whether you're a small startup or a large enterprise,
our CRM solutions are designed to scale with your business
and adapt to your unique needs.

Manage

Ton of benefits

SwitchTransact will maximize your time and money

Customer Management

Effortlessly organise and oversee your accounts and members and keep track of important details, communication and finance history..

Leads Management

Our lead management tools help you capture, track, and convert leads into loyal customers.

Data Enrichment

Improve your overall data quality through 3rd party or custom integrations.

Automations

Automate everything from marketing & contacts to finance in one go.

Segment

Path to Success

Take full control of your data and gain insights like never before.

  • Advanced Query Builder

    Craft precise and customisable queries to extract valuable insights from your data, enabling you to make data-driven decisions.

  • Segmentation

    Segment your data effortlessly. Tailor your communications and marketing efforts to specific customer groups, increasing relevance and engagement.

  • Lists and Tags Management

    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

You're in secure company

Countless integrations into and out off SwitchTransact

Import/Export

Seamlessly import leads and customer data from multiple sources or export it for analysis and sharing.

Call Center & API Integration

Integrate with call centres or 3rd party applications. Need a custom integration let us know?

Advanced Analytics and Reporting

Gain deep insights into your CRM performance. Track key metrics, measure campaign effectiveness, and make informed decisions to optimise your customer management strategies.

Start growing your business... Get paid quicker.

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