TrigoldCrystal CRM: Home Page PDF Print E-mail

Flexible page layout allows users to determine their own view

The Momentum home page provides everything the user requires to summarise and manage their workload and keep them up to date with industry news, standards and regulation.

Live Management Information can be provided for sales and compliance information across users, branches, companies and the whole distribution. Graphs representing KPI information such as sales by product, sales by introducer and compliance trends such as Lender, repayment type etc. can be selected. Recent Cases enables Users to quickly access any aspect of a recent case using the action menu and quick quotes provides the ability to source products without lengthy data input.


CRM flexibility
Every user is an individual. Momentum provides the flexibility to have the portals displayed how they feel best fits their day to day schedule of work. Default views can be set up at the Implementation level for particular roles and this in turn can then be amended by the user themselves, if given permission.

Users can typically:
  • Move the portals around the screen

  • Minimise or maximise portals

  • Display management info depending on hierarchy

  • Select optional new portals and multiples of for comparisons across advisers

  • Save and customise own views

  • Add multiple RSS feeds automatically keeping the user updated with relevant news.