Customer Management
Overview
The Customer Management module is a CRM and workflow solution that lets you handle all your core customer interactions and processes in one place, providing you with a holistic view of each customer and their interactions with your organisation.
This module is proven to reduce turnaround times by streamlining processes, removing unnecessary data duplication and automating various activities.
As with all creatiogreen modules, this module offers pre-loaded templates and features which you can configure to support a wide range of processes, such as:
Customer onboarding and approval applications
Product approval applications
Staff and venue approval and updates
Enquiries
Complaints
Appeals
Quality assurance activities - including moderation and sampling
Malpractice and Maladministration investigations
Risk Profiling.
Key Features
WORKFLOW AUTOMATION
Each form template includes numerous features that will enforce your rules and help automate various steps and checks to ensure all necessary processes are completed correctly in line with business arrangements. Such as preventing incomplete applications being submitted.
Form templates also allow for automation of activities post-event, including but not limited to:
Automatic filing and archiving of the forms
Updating the customer’s risk or compliance profiles
Recording key dates, e.g. planned visits
Extracting pertinent information and logging it against the customer’s profile to help inform future activities (e.g. details of conflicts of interest they have declared or which you have identified through a quality assurance activity)
And much, much more!
You can even configure the on-screen confirmation messages that users see and the emails they receive at different stages in the workflows.
INTEGRATED STRIPE PAYMENT
If you charge fees for certain processes, such as the submission of appeals or approval applications, you can decide if your customers are invoiced or have to pay immediately online via Stripe integration.
There are even features to set discounts on your products for specific customers, if relevant.
OFFLINE FORMS
No connection? no problem. If required, creatiogreen allows forms to be configured to work offline.
Ideal, for example, if staff are visiting a customer with poor/no WI-Fi, or are not permitted to use the WI-FI at this location, they can download and populate the form offline and simply upload it into the system when convenient.
CRM PROFILES
The module includes a full, real-time CRM profile per customer, pulling together a wide range of information from their various addresses, key contacts, system users, staff, venues, take-up, finance data, products they are approved to offer, various risk and compliance data, delivery data, intelligence data and key communications to inform future activities and more!
SAMPLING & MODERATION TOOL
The sampling and moderation tool can be embedded into your quality assurance forms, allowing customers to notify you when learners are ready for external sampling or moderation. Staff can also select relevant learners for sampling or moderation.
Through the tool, draft grades and assessment evidence are accessible for review, enabling staff to confirm or amend grades, extend sample sizes, place learners on hold, or assign tasks to senior moderators for sign-off using workflow features.
Final decisions automatically update relevant booking forms and learner profiles, saving time, delivering quicker outcomes, and preventing data duplication and errors.
In addition, you can see the sampling profiles and activity for each product the customer offers on their profile, with the ability to see if these align with the intended sampling and moderation rules of the associated CASS strategy.
APPLY ACTIONS AND SANCTIONS
Within the module, you can assign specific actions to users for various reasons and at different times, such as in relation to an approval decision, quality assurance activity or as part of the outcome of a complaint, appeal or malpractice investigation.
Customers can view and respond to all assigned actions accordingly.
If needed, users of creatiogreen can use this module to apply a range of sanctions to customers, which are automatically applied and enforced in the Register, Assess & Award module.
Through a variety of associated real-time dashboards and alerts, the module provides full visibility and control, ensuring you can effectively monitor and manage customers who do not meet your requirements.
RESOURCE LIBRARY
The resource library is where customers can access key documents, such as customer handbooks and policies. It has a range of visibility and publication options so that you can control who accesses which materials and when.
For example, when updating your customers’ Terms and Conditions, you can upload them to the library and set them to be visible to all customers, requiring sign-up by a specific deadline, with tools to check those who have, and options to prompt those yet to sign.
DASHBOARDS AND REPORTS
Real-time, interactive dashboards for risk, compliance, engagement, and activity along with a wide range of easy-to-use search tools and reports, allows you to delve into discrete business processes and analyse activity.
This helps identify emerging trends or inconsistencies and inform comparability, standardisation, process reviews & internal audits and self-assessments.
Find Out More
Get in touch to request a free demo of the Customer Management module, find out more about the solutions and services we offer, and how easy it is to upgrade to Creatio to transform your arrangements!
11 Crane Mews, 32 Gould Road, Twickenham, TW2 6RS | info@creatio.org.uk
Copyright © 2025 Creatio Ltd. All Rights Reserved. Privacy Policy, Terms and Conditions, CSR Policy, Accessibility Policy.