Concierge Relationship Management
Secure, Comprehensive and 100% Customizable Customer and Contact Management
(Including History, Opportunities, Notes, Events,Tasks, Files, Email, Personal Data)

• Concierge Portal, everything you need at a glance
• Personal Day Timer and Customer Task Scheduler
• Family Information and Preferences
• Birthdays, Anniversaries
• History and Notes
• Notifications, Reminders, Notes and more
• Secure Email
• Mailing Lists
• Company Day Timer and Multiple Calendars
• Task and Event Invitations, Confirmation and Reminders

Concierge Resource Management

• Manage People and Teams (employees, vendors and partners)
• Key Date and Event Reminders, Recurrences
• Manage and Track Vendors,Time, Equipment
• Library and Knowledge Base

Concierge Request Management
Details of every request you get

• What it is
• Who it's for
• When it's due, who it's assigned to
• Confirmation of assignments, email communication
• Calendaring, Scheduling and Notes
• Time Tracking
• Request Status and Categories

Training and Support

Designed to make using our systems easy to use and understand-FAST. There is no time lost, because our systems are seamless to adopt, we build solutions for your business through webinars, on-site training and on-call telephone or internet based programs.

You will learn the fastest and easiest ways to streamline your business. How not to lose or forget things, know exactly where every piece of information is, and be able to access it quickly.

Support and on-call assistance is included in all eCRM3 packages.

Your Personal Concierge Portal, at a single glance:

• Your Personal Scheduler and Calendar (daily or by the week)
• Customer Request Schedule
• Address Book, Files, Tasks, Mailing Lists
• Fully customizable Views and Access include:
  • Email, Google, Driving Directions
  • Word of the Day, Inspiring and Motivating Thought For The Day

Licensing: Multiple Licensing Options for individuals, company's or multiple locations. Call for licensing, training and coaching details 303.883.8001.

Additional Benefits: Run your company better, manage your time better - make more money.
Day Timer, Scheduling and Calendars: Keep track of all events, plan meetings and invite (and confirm!) participants, and share calendars. Important events, tasks and requests never fall through the cracks.
Customizable Reports: Help manage your time by tracking who is using your services, what you are doing for them and for how long. See where you are spending time and making money.
Secure email: world class virus protected, spam filtered email system.
File Sharing and storage: Easily share files, safely and securely, with the people you want.
Sales Management: Streamline interactions with customers and prospects; starting from prospecting and sales continuing through to post-sale and support.
Mailing List Management: Create individual or shared Mailing lists to send broadcast email announcements to groups of people such as customers, vendors, prospects, employees, boards, shareholders, and others. Publish company news or announcements, events or other information to anyone you want.
Knowledge Base: Create an on-line knowledge base to reduce the burden of supporting employees, customers, partners or others.
Sync your eCRM3 with Outlook, Outlook Express, and mobile devices.
Lowered Operations and Maintenance Costs. Because it is on-demand it means lower operating costs. There is no need to invest in buying, installing or maintaining hardware and software.
Controlled, Secure Access. Instantly and securely make critical data available to desired individuals, at any time, regardless of location. All you need is an Internet connection and a web browser.
Cost-Free Scalability. eCRM3 scales with you. Companies often struggle with growth, especially in IT. With eCRM3 there is no need to purchase new hardware of software. Your eCRM3 system easily scales with you as you grow so acquisitions and new hires don’t create a burden.
Streamline Your Operations. All the software you need to run your business efficiently is now available instantly. Pick and choose the applications that you need to streamline, standardize and improve communications and processes throughout your organization.
Instant Deployment. With eCRM3 the expense and complexity of implementation are reduced to virtually zero. All you need to do to begin using your software is launch a web browser.
Extreme Affordability. For just pennies a day it’s easy to see why eCRM3 can save hundreds or thousands of dollars a year in TIME, licensing fees, hardware, system support (IT) and end-user management.