Make your sales, account management and compliance obligations a breeze. Collect, track and run automation on all of your unique data points including all 'Know Your Customer' and Anti-Money Laundering fields.Financial Sales CRM
Educate your customers and engage your prospects by triggering fully-automated and sequenced campaign marketing activities via email and social media. You will never miss winning another opportunity ever again.Marketing Automation
Keep track of all of your client engagements and correspondance. Prioritise and allocate work among your team members. Track your time and manage service budgets. Benefit from automation that ties it all together.Financial Service CRM
Clear and organised project, task and time management to keep your team accountable and delivery on-track. Make process deviation a thing of the past with strict workflow process tracks customised to you.Projects
As you are obliged to be in possession of considerable 'Know Your Client' personal and financial information before you are able to effectively service a client, you have a lot of unique and sensitive data to collect and process.
Between FCA regulatory obligations and your own internal workflow processes, you have considerable procedural burden to enforce and maintain in the day to day delivery of your business services.
You need to be able to rely on a system that aids you in effectively logging, tracking and acting on your numerous data points; in tracking all client correspondence; and in maintaining a full audit trail of who did what and when.
To aid you in effectively scaling up your business, you must have a strong and reliable system foundation that rigidly sticks to your structure and processes, which so few systems are able to help you overcome.
With evolving business challenges, growing compliance burden and service expectations from clients, driving an increase in output and efficiency of your team is pivotal to business success.
RADAR CRM will include many fields by default, allowing you to track your 'Know Your Customer' fields, among many other data points; however, it doesn't stop there. RADAR may be customised to provide you with the custom fields and processes you need within your business.
With most CRM systems it's near impossible to structure your unique business process workflows, not within RADAR CRM. On-screen forms can be built to your logical paths - dynamically adapting to 'if this, then that' rules, while also applying strict read/edit user permission based policies.
RADAR CRM provides you with peace of mind that all of your key data points, correspondence and actions taken by your team are logged and visible in one place.
A complete suite of services to meet all of your operational needs across Sales CRM, Marketing Automation, Service CRM and Projects - personalised to you and all within a cost effective price point.
With a broad-range of modules, RADAR CRM has a very cost effective price point for small to medium enterprises. Allowing businesses to punch well above their weight, across their whole business with the right automated tool.
RADAR is not just another CRM. Built by the team at Wingman, a professional services marketing agency, RADAR has been developed from the ground-up to suit the needs of ambitious, process-driven and compliance conscious service businesses.
Find most systems miss a fully joined-up approach? Letting opportunities slip through the cracks?
With RADAR, we took a rigid approach; building automated process steps to suit your business workflow. The integrity of your data and business processes are maintained, RADAR CRM controls the order, format and steps taken by your users when inputting data – whether updating a sales opportunity, creating a new project or logging time against a task.
Confused or frustrated by the cost or sheer complexity of some CRMs pricing models?
We were too. So we decided to take a straight-forward, flexible model based on the number of people you need to access a CRM. Each of our plans allow you and your team access to all of the features and functionality of our CRM, without any hidden surprises or restrictions.
Stuck working the way your CRM provider decided you should work? Don’t let your system hold you back.
RADAR has been built to work around you. During your onboarding process, our team will map and custom build workflow automation to your business process. Whether that’s for sales, projects or service ticketing – you are able to collect, store, manage and trigger activities from your data in a way that suits.
Very frustrating when your data always ends up in a mess, isn’t it? Most systems won’t help.
We feel your pain! To maintain the integrity of your data set, whether that’s fields of contact information or the status of a task for example, you can dictate how data is input, in which order and dynamically change the options presented to your users based on their prior inputs. Keeping your data clean, organised and valuable.