SCOPE CRM solution

A CRM Solution that fits your needs

Adapt to the needs of your sector with the specialised CRM solutions of SCOPE

At SCOPE we get involved with our customers, we offer field specific standard packages tailored the needs of the industry. These field-specific solutions are created after extensive research into the needs and wants of companies in the respective markets. Asset management is hardly the same as running a zoo, so why should their CRM systems be the same?

Share knowledge in a professional, yet fun matter

Communication is key. Manage all your client and protential clients in the SCOPE CRM solution. Improve the relationship and gain more sales. All in one central platform so you and your colleagues know what is happening all the time.

What do we offer?

Custom management information

Data from SCOPE CRM can quickly be exported and presented on behalf of management analysis and management reports. Thus it is simple to evaluate your company’s efforts and gain insight into potential areas for improvement, which can lead to increased revenue.

Client Management

SCOPE CRM is built for the cornerstone of your service: the client is the core. With SCOPE CRM you build a valuable source of client information (according to the ‘Know Your Customer’ principle) , which is a great tool when recommending investments or to protect clients during the purchase of financial products.

Know Your Customer According to MiFID II

SCOPE has been working on a know your customer platform wich integrates with our SCOPE CRM solution. The SCOPE KYC Cloud platform is developed by a diverse pannel of experts. From lawyers to users.

Workflow Management

SCOPE CRM offers support with designing, implementing and administrating company processes. Processes are designed using process steps, control- , and authorisation moments. This ensures that the right activities are performed by the right people, on the right time.