Welcome to Sentinel CRM

Sentinel CRM is a Customer Relationship Management system. It allows businesses to manage business relationships and the data and information associated with them.  

Sentinel CRM is built for financial services and accounting industries.

Most of CRM software on the market are sales-driven - how to assist business to generate sales from leads.  

Sentinel CRM is relationship-driven - how to assist business to build up a stronger and more dynamic relationship with new and existing customers.

This product is to provide an inter-active platform for businesses, financial advisers and accountants, to share information, record advice, track progress and achieve the target eventually.

For example, if a business wants to do a budget for the next 12 months, advisers can generate a plan based on the current business situation. Each month, data can be collected from integrated accounting software. Adviser and business can track the progress and make necessary adjustment accordingly. Business can see the real-time changes between actual figures and the forecast, and identify and resolve the issue as early as possible.

This product is not a traditional tool for one single party, but an integrated portal for all parties:

(a) For business: 

• Business can use self-service functions to record, check, review and modify its own business plan or other business needs. 
• When business requires assistance from advisers, business can choose to share the info with a specific adviser, and engage the service.

(b) For adviser (both financial planner and accountant): 

• Adviser can use various tools to support advice.
• Adviser can use various tools to identify potential value-added service to customers.
• Adviser can track the implementation progress.
• Adviser can record different advices.