Build comprehensive client profiles with
JAVLN Officetech CRM

Core CRM features

Complete client profiles

• Create comprehensive profiles that capture every detail about your clients and prospects
• Store contact details, relationship attributes, referrer data, and customise fields to match your brokerage's unique requirements
• Build the complete picture of each client relationship in one accessible location.

Comprehensive history tracking

• Maintain complete records of quotes, policies, and interactions
• Track quote history with preloaded quote types, underwriters, and risks from your brokerage product
• Document every client interaction and activity, with automatic alerts ensuring important follow-ups become part of the permanent client record.

Pipeline and relationship management

• Track potential business through customisable sales stages and monitor your entire pipeline
• Capture meaningful relationship data beyond basic contacts, enabling personalised service and cross-selling opportunities
• Generate detailed reports based on any client data to analyse patterns and identify valuable segments.

Seamless integration creates a unified system

JAVLN Officetech CRM works seamlessly with other system components to eliminate data silos and create a comprehensive brokerage management solution.

Document management integration
Client entities automatically generate corresponding document cabinets and folders. As prospects become clients, their records seamlessly move to appropriate cabinets, ensuring all documentation is organized and accessible alongside their detailed profiles.

Task and workflow management 
Import renewal reports directly from your policy management system to automatically populate client profiles with policy renewal information. Professional templates merge data directly from client profiles for consistent communications, while Microsoft Office 365 integration enables intelligent email filing and document synchronisation.