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e123 CRM and Workflow

e123 integrates to existing CRM systems, yet also offers strong built-in CRM capabilities to provide a complete stand-alone solution. 

  • Complete Customer System - able to manage all customer interaction records.
  • Messaging System enables you to directly email and send text messages
  • Workflow Automation lets you configure custom-triggered workflows based on data changes.
  • Task Calendaring sets tasks for Agents or Operations team based on exceptions and calendars those tasks.
Flexible customer data options

You can either Integrate to an existing CRM system, or use e123 as your system of record. e123 provides complete features to track member data including demographics, notes, documents, and of course policy data, preference data, and more.

saves time
Workflow automations

Enable a series of steps to be fully automated, reducing manual work for data administration. Extremely helpful for multi-step processes like onboarding, and complex payment operations, and cases where files need to be uploaded or exported to other systems. 

solves problems
Complete messaging capabilities.

Generate customizable emails and text messages. Trigger messages manually or automatically so you can easily incorporate them in workflows.

enable innovation
Task calendaring

Enables specific tasks to be assigned, calendared and tracked within e123. Provides a great way to ensure work is being completed and provides an audit trail for work that’s assigned. 

Rich Features Supporting Every Module

e123 CRM and Workflow features and integration are part of every e123 module, providing flexibility and power. 

Everything We Do

"We manage everything we do with e123, from cost accounting and invoices to customer relationship management technology, We’ve been able to operate in a fully automated fashion, we’ve simplified our processes and eliminated mistakes."

Jon Karlin
Chief Executive Officer | NEO Insurance Solutions

One System

"e123 gives us a common system for all our employees and clients."

Lauren Becerra-Gongora - GlobalBenefit Administration Services - rect
Lauren Becerra-Gongora
Vice President Operations | GlobalBenefit Administration Services


"E123 was instrumental in keeping us alive in 2020... Every customer support call was answered, every payment was collected, and every commission was paid. And it's all because we switched to E123 and were able to make our team home based using a cloud-based system."

Lisa Davis - CEO - SAS - rect
Lisa Davis

Find a fit with your organization

There's no better way than a discussion

Let's talk about how e123 can help you achieve your goals.