What is CRM?
CRM stands for Customer Relationship Management. But this product really does more than that – it manages all relationships between all people in the business ecosystem, not just customers. And it manages relationships between people and products, offerings, and issues… kind of like a small ERP system, with the focus on relationship instead of resource.
OK, so what about this video?
This video demonstrates the Smart Access CRM (Customer Relationship Management) client. It's modern, complete with the eye candy flipping effects and rounded buttons, and provides mobile access to the most important customer information for any customer visit or talk: Who they are, where they are, and your history of interaction with them. (Admit it: you, like me, sometimes like flipping back and forth just to see the sliding effects on a new toy, instead of being productive right away!) The full-featured client doesn't look quite as smooth yet, but is still more traditionally-styled – the primary focus being on functionality and flexibility instead.
Of course, if it doesn't work out-of-the-box for your needs, pretty much everything is customizable and extendable – anything from caller ID integration on VOIP hardware phones, to OCR business card scanners, to insurance policy calculations are within easy reach (but you have to ask).
Disclaimer: I work for CAS, albeit not on the demonstrated Smart Access client. This post is not commissioned by CAS, and opinions reflected here are my own.