Meta
BSI Certified
Komdigi
AFPI
CRM Collaborative System
eCentrix Product

CRM Collaborative
System

Collaborative CRM platform that unites sales, marketing, and customer service teams to comprehensively manage customer relationships and improve business conversions.

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360°
Customer View
+28%
Sales Conversion
Auto
Lead Scoring
Multi
Team Collaboration
Study Case

Business Transformation Before & After CRM

See how eCentrix CRM transforms real business challenges into measurable and impactful results.

Aspek
Before CRM
Kondisi sebelumnya
After CRM
Solusi eCentrix
Data Duplication
One customer with two different IDs
Implementing Single ID to simplify customer data identification
Renewal
Renewal process is not fully optimized
Increasing Conversion Rate
Periode Leads
Leads without a Defined Follow-Up Timeline
Implementing Loyalty Program for Dedicated Customer
Data Collection
Incomplete Data Entries
Marketing Program & Campaign
Data Ownership
Customer Data with Unclear Ownership
Maximizing the Renewal Process
Data based on real implementation results of eCentrix CRM clients
CRM Features

Complete Features for
Every Business Need

Customer Management

Customer Management

  • 360 Degree Insight
  • Product Insight
  • Pipeline Insight
  • Campaign Insight
  • Survey Insight
Campaign Management

Campaign Management

  • Template Builder
  • Data Segmentation
  • Channeling Blast
  • Feedback
Survey Management

Survey Management

  • Template Builder
  • Data Segmentation
  • Channeling Blast
  • Feedback
Contact Management

Contact Management

  • Corporate
  • Individual
Pipeline Management

Pipeline Management

  • Staging
  • Activity
  • Opportunity
Dashboard & Reporting

Dashboard & Reporting

  • Management
  • Operation
  • Report & Custom Report
Add On Features

Add On Features

  • Loyalty Management
  • Custom Integration
Application Flow

CRM Application Flow Process

The core business process of general insurance involves developing and pricing products, underwriting risks, managing policies and claims, ensuring regulatory compliance, handling finances, & maintaining customer relationships.

General Insurance Core Business
Maintaining Customer Relationships
Contact Management
Pipeline Management
Customer Management
Campaign Management
Survey Management
Dashboard Reporting
Contact Management
Comprehensive contact management for individuals and corporate.
Full capabilities Create, Read, Update, Delete for managing contacts, along with integrations with external sources.
Pipeline Management
Sales pipeline management with adjustable stages.
Activity Tracking and Follow-up.
Customer Management
Holistic view of customers.
Analyze interaction history, purchase behavior, and preferences.
Campaign Management
Sales Campaign Management with advanced segmentation.
Campaign report and analytics.
Survey Management
Create and analyze surveys to collect customer feedback.
Survey data is integrated into Customer Management to enrich insights.
Dashboard Reporting
Providing data visualization and reports for end users.
Management, agent, and more.

Realize Smarter Team Collaboration

Join hundreds of businesses that have increased conversion and customer satisfaction using eCentrix CRM.

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