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.
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.
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.
Complete messaging capabilities.
Generate customizable emails and text messages. Trigger messages manually or automatically so you can easily incorporate them in workflows.
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.
One System
"e123 gives us a common system for all our employees and clients."
Instrumental
"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."
