Introducing TFG – More than a CRM!

CRM/ERP - Introduction

We would like to introduce TFG our latest addition to our software portfolio, This is more than a CRM system offering greater flexibility and cost-effective customisation.

SP&C have collaborated with a Local software house that delivered its first client platform in October 2020 and now has over 60 clients.

SP&C have seen the real-world benefit for the voluntary sector by bringing this product in-house and using it on a daily basis. This was down to resolving challenges we faced when using multiple software products.

Working in collaboration, SP&C will provide the delivery and support, while the design house will continue to develop and improve the system through continuous customer feedback.

Why a CRM/ERP?

Following initial research from our third sector colleagues* and market research (Capterra 2024). It has become clear to SP&C that the mainstream players in this market offer products that are too:-

Complex
Difficult to set-up (not supported)
Expensive to change or update
And lack effective training for end users

Here at SP&C we are dedicated to supporting the voluntary sector and see this product as a major platform to enable efficiency & simplicity for day-to-day processes.

*”Many TSI Members are unhappy with products like Salesforce, as it does not offer the flexibility and features they require.”

How we differentiate ourselves.

From initial conversations you are dealing with real people, face to face with a true consultative approach.
We are interested to understand what you do, and the processes used to achieve your goals.
We also want to understand the daily challenges you face and what you do or want to do to solve them.
Our in-house team scope, design and build a bespoke platform to suit your needs.
Each step will be discussed and agreed with your dedicated project consultant, working to a timeline outlined in the project plan.
Support is ongoing & built in – allowing time to incorporate system improvements / enhancements throughout the life of the agreement.

Overview of the system capability

Our in-house team provide direct support from initial consultation to go live with lifetime support. For your dedicated bespoke needs.

Stock Control & Scanning
Asset Management
Delivery Workflow
Sales Pipeline
Invoicing
CRM
Estimates
Field Service
Bill of Materials
Ticketing System
Compliance & Audit Trails

Schedule Management
Document Creation
Time Tracking
Staff Holidays
Checklists
EPOS
+ custom
Knowledge Base
Integration: Xero
Integration: MailChimp
Integration: WooCommerce

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Introducing TFG – More than a CRM!

CRM/ERP - Introduction

Why a CRM/ERP?

How we differentiate ourselves.

Overview of the system capability

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