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Business CRM

Client Relationship Management

The complete and transparent solution to collaborate with your clients and other businesses to meet their growing needs.

Business CRM is an end-to-end solution for businesses and organizations to manage their interactions with clients and third parties. Providing an equitable and inclusive solution to increase user engagement by helping your clients to discover services and engage with your business at all levels.

Built on top of our Application Platform, Business CRM empowers you to digitize operational, management and supporting processes like invoicing, service logs, inventory tracking, payments, and much more with an integrated and secure solution.

Reporting and Dashboards

A powerful tool to create and share beautiful reports and data visualizations for insights and productivity.

  • Gain insights into processes to identify and resolve bottlenecks and work stoppages.
  • Easily comply with regulatory reporting requirements.
  • Summarize messaging results and feedback to measure the impact of communication efforts.
  • Measure the distribution of scarce resources for more equitable and inclusive public engagement.
  • Visually map community engagement so you can focus resources on areas that need the most help.

Internal and External Portal

An intuitive and customizable portal for clients, employees, and third parties to collaborate. Manage support processes, invoices, payments, inventory tracking, HR, you name it.

  • Provide secure access for all parties.
  • Supports all modern browsers and mobile devices.
  • A centralized place for employees, clients, and third parties to track all their engagements.
  • Engage with your users on the portal via chat.
  • Create and track your own services with our extensible service builder.

Forms and Workflows

Digitize any form and process with our easy-to-use, yet powerful builder. Our sophisticated workflow builder supports simple or advanced routing, review, and approval processes to help you automate and enforce your policies.

  • Dynamic forms to respond to user input.
  • Automate manual processes.
  • Assign tasks based on the stage of the workflow.
  • Create and manage roles.
  • Assign reviewers and approvers for any stage.

Targeted Communications

Engage with your clients/users by connecting with them with apps of their choice.

  • Communicate across any channel via email, voice, text, mobile notifications, and even Social Media apps like WhatsApp, Facebook, Viber, WeChat, Twitter, and more.
  • Deliver targeted messages and gain insights into the most effective channels and message effects.
  • Secure and private messages with businesses and clients.

Events and Meetings

Comprehensive calendaring and event management solution to schedule and manage your events.

  • Send and track invitations.
  • Organize approved agenda items.
  • Allow for self-subscriptions.
  • Compare meeting results with previous sessions.

Document Management

Powerful document management capabilities to upload and scan documents for internal or external use.

    • Rich document governance to support various regulations.
    • Workflow and processes builder to safely collaborate with clients or other departments.
    • Advanced Machine Learning to identify and validate documents.
    • Document signing with legally compliant electronic signatures.


Data Sync

Connect your data from any system for a compensative and integrated experience. We support just about any data system you can think of.

  • Microsoft SharePoint
  • SQL Server
  • Fla-file systems
  • Infor
  • GIS Info Systems
  • Oracle Databases
  • REST Web Services

Multilanguage support

Create content for any language to meet the needs of your diverse clientele.

  • Automatically detect language settings and present content in their language of choice.
  • Integrate with professional content translation services.
  • Support XLIFF content localization standards.


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Learn why enterprise and SMBs choose Emgage to empower their employees.