Introducing new technology to your organisation can seem like a daunting task, that's why we have an onboarding process in place to welcome new clients to Agency Pilot CRM.
You will have a dedicated Account Manager and a key timeline is agreed from the outset to suit your organisation.
Initial training is fully inclusive and prior to any implementation time is spent to understand any specific requirements so that the system can be configured to meet exact workflows.
We know how important your data is, so if you are moving to us from another system you can be assured we are experts in migrating and cleansing data from other sources.
Once you are up and running with Agency Pilot CRM, you have quick access to our dedicated Helpdesk support team via telephone and email Monday - Friday, 9am - 5pm.