Engage with Customers through Automation

Streamline your marketing efforts with omni-channel messaging and personalised customer experiences, all automated for efficiency.

Banner

Messaging features

Understand your customers

SwitchTransact gives you great insight
into your customers and leads.
Contact Management

Organise customer data in a centralised location. From contact details, demographics, documents, important dates, transactions and communications.

Lead Management

Manage leads from prospecting to conversion. Track activities, campaigns and tasks and manage stages.

Campaign Management

Manage campaigns from start to end, including setting up target customers, automating workflows and measuring success based on defined metrics.

Web, App & Email Tracking

Track clients and leads actions on your website, app and email to better understand user behaviour.

Custom Messages

Create automated messages based on triggers or manual bulk messages on multiple channels.

Advanced Reporting

Consolidate streams of data in meaningful ways that help you to spot patterns, trends, behaviours, and other market insights.

Messaging

Personalised and
On-Target Messaging

Engage with the right people at the
right time with the right message.

  • Automated messages

  • Once-off messages

  • Email, SMS, WhatsApp and push notifications

  • Drag & drop message builder

  • Payment notifications and reminders

  • A/B testing

  • Personalised messages

  • Scheduled messages

  • Custom integrations

  • Reporting & analytics

Contact us
Form 1 Form 2

Custom Forms for
Payments, Surveys or
Lead Capturing

  • Drag & drop form Builder

  • E-mandate for payments

  • Custom onboarding process

  • Perform Credit Checks

  • Create Quotes & Policies

  • Website integration

  • Payment links

Contact us
Call Centre

Contact Centre

Integrate SwitchTransact with your contact centre software or use our platform.

  • Inbound/Outbound calls

  • Workflow Management

  • Canned responses

  • Call Tracking

  • Phone systems integration

  • Agent omni-channel messaging

  • Lead & Account management

  • Task automation

  • Reporting & analytics

Contact us
landing Pages

Landing Pages

Enhance customer engagement by creating personalised landing pages branded with your logo and domain.

  • Drag & drop page Builder

  • Use your domain

  • Personalised Pages

  • Custom onboarding process

  • Integrate Forms

  • Reporting & analytics

Contact us
Automations

Automations

Streamline your operations by automating marketing, contact management, finance, and communication all at once.

  • Scheduled automations

  • Trigger-based Actions

  • Behaviour based automations

  • Automate onboarding

  • Workflow Automation

  • Sales & Marketing Automation

  • Data enrich & validations

  • Billing and Invoicing

Contact us

Start growing your business... Get paid quicker.

Talk to an expert!

Contact us