MS-Flex (CRM)
At Marlow Solutions, we are dedicated to providing innovative and cutting-edge software solutions to drive your business forward. Our focus is on delivering top-notch performance and user experience.
Innovative Solutions for Your Business
MS-Flex - Screen Shots
Main Screen
View, add or change Policies and Claims for the selected client
You can also (subject to access rights)
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Filter /Search Client list
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View Client Details
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View Notes
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View Sent Emails
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View attached Documents (unlimited in our Premium product)
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Merge and Send emails
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Manage Tracks and Items
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Add new Clients and/or Policies
Main Menu
The Main Menu where you can (subject to access rights)
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Search active and Inactive clients
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Add New Clients (and policies if required)
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Manage uploaded files such as central reference forms etc.
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View reminders
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View Reports
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Go to the built in spreadsheet where data can be imported and manipulated
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Add Tracks and Items to manage linked activities
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Manage, import and generate renewals
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Configure system options such as colour scheme, security, lists, form and report designer
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Change your own password
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Access Help such as online user guides and your own frequently accesssed documents
Merge Emails
Emails can be merged for the selected client (subject to access rights)
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Choose the email template to be used
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Template is automatically based on the client's preferred language
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Merge from the extensive list of merge fields
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Templates can be created or modified
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Any client documents can be attached to the email (encrypted)
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Sent emails are recorded against the client's sent emails list where they can be resent if required
Report Designer
Create and manage reports (subject to access rights)
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Combine pivots and or charts
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Add to customised menus
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Allow only certain users to be able to run report
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Pivots allow you to group, sort or filter by any field
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Charts are linked to the pivot so change as the pivot is adjusted
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Easily save an amended report as a new report available to all (or some) users
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Export as PDF or Excel
Online Spreadsheet
Available from Main Menu (subject to access rights)
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Can display any CRM information for spreadsheet analysis, pivoting and charting
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Supports usual formulae, filters, fixed headers etc
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Print Preview
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MS Excel compatible
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Save as Excel, Text or CSV
Form Designer
Create and Manage Forms (subject to access rights)
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Include unlimited Drop lists, Colours, Formulae, Dates, Notes
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Set field(s) as mandatory
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Choose colours, formatting etc.
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Split form into sections
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Amend at any time to suit changing business needs
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Preview form to verify design
Tracking
Tracking (Tracks and Items) (subject to access rights)
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Helps you manage any admininstration process following flow through certain offices or via individuals.
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Keep an eye on due and overdue dates.
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Which are late?
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Which are nearly due?
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How many "touches" does a process take and how long?
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Identify and explore hot-spots where productivity can be improved.
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For each step drill in to see details on forms you design via Form Designer (or we can design for you)
Tracking
Add a predefined list of forms designed to achieve a goal
Individuals complete relevant forms/fields to enable manager monitoring of the overall process. Late completion is flagged.
Managers can view late or upcoming steps. Touches on a process can identify redundant steps. Hot spots (where steps sit undone) can show that additional processes may be needed
Tracking
Our software solutions are designed with excellence in mind, developed by a skilled team that understands the complexities of today's business landscape.
Tracking (Tracks and Items) help you manage any admininstration process following flow through certain offices or via individuals.
Keep an eye on due and overdue dates.
Which are late? Which are nearly due?
How many "touches" does a process take and how long?
Identify and explore hot-spots where productivity can be improved.
For each step drill in to see details on forms you design (or we can design for you)
All-In-One Toolkit
Unmatched Design Freedom
Our Offerings
Discover how Marlow Solutions can transform your business with our state-of-the-art software development services.
CRM Tailored Workflows (Tracking)
Welcome to our services! We specialize in creating tailored workflows (Tracking) designed to streamline your Customer Management and enhance productivity. With our solutions, you can easily create mail merge campaigns in your client's preferred language, ensuring effective communication every time.
Also manage administration processes by keeping a firm hand on due dates and overdue tasks.
Let us help you to optimise your processes for greater efficiency!
CRM Integrated Solutions
Store anything you need for your clients and utilise custom tracking to monitor progress effectively. With Report Designer, you can measure progress and identify outstanding items to ensure everything stays on track.
With Form Designer you can store what you need adjusting as business needs change.
Every action is meticulously audited, empowering you to effectively manage your teams.
All actions can be granted or revoked at user level.
CRM Dedicated Support
Count on our dedicated support team to provide you with assistance every step of the way. We take care of hosting, so you don't have to worry about backups or system management such as server upgrades etc.
Your peace of mind is our priority, allowing you to work on what truly matters - your success. Let us handle the technical details...
CRM Automated Efficiency
Discover the transformative power of automation with our innovative tools tailored to streamline your processes. With the simple upload of CSV files, you can automate renewals in just a few clicks. Additionally, imports allow you to effortlessly update your information, including new policies, clients, and any changes needed.
Trusted by Industry Leaders
Join the league of industry leaders who have entrusted Marlow Solutions for their software development needs.
Client Testimonials
Our clients speak about their experience partnering with Marlow Solutions.
Deena Levies, Mission Bay
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Tom Smithenson, Parkmerced
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Tilly Green, Hayes Valley
- Best Value
Premium
600£Every month+£500 Setup FeeFull System. Customisation at £200 a day.- Unlimited Clients
- Uploaded Documents (up to 50GB)
- Policies, Claims, Cancellations, Renewals
- Email Merge
- Form Designer
- Report Designer
- Tracking Designer
- Spreadsheet Facility
- Hosted on Our Servers
- No 3rd Party Licences
- Full Support and Your Company Branding