CRM | Client Portal
Here at Breezeway we know Client Satisfaction is the Foundation of a Successful Business. Customers today expect 24/7 access to their Portfolio and analytics as well as on-demand self-service technologies that would eliminate having to wait for answers on their Portfolio.
Breezeway builds custom CRMs incorporating Client Portals, branded with your logo and theme, to help deliver an excellent client experience and present yourself professionally. Your investors / clients / counter-parties will securely access their data, enjoy enhanced functionality, and access and upload files, at their convenience.
Fully Custom Investor Portal
Customer Logins with Personalized Information
Centralized Control of Customer and Contact Information
Integrated CRM and Client Portal