Relationship Management

Every conversation, in one place.

Relationship notes live in advisors' heads and inboxes. When an advisor moves on, the history goes with them.

See it on your branch

Customer email, synced from Outlook

What NPC does

Built for how branches work.

A lightweight workspace for customer and business relationships
Email history synced from advisors' Outlook mailboxes
Next actions, interests and notes
Appointment and lobby history on the same profile

NPC · Nextenture Productivity Cloud

One profile for every relationship

Connected

The profile already knows every booking, visit and outcome, because it shares data with Appointments & Lobby.

Relationship Management is one part of NPC. It works with:

Appointments & Lobby Workforce Management Branch Security & Controls Forms, Inspections & Workflows Task & Work Management Digital Keybox & Critical Assets Learning & Readiness

Demo · Consult · Trial

Start with one need.

See NPC on your own branch scenarios. Demo, consult or trial: whichever helps you decide.

Book a demo sales@nextenture.com