Seamless support and service across your client base
Carom helps firms and companies maintain their client relationships even as projects evolve, challenges emerge, and teams change.
An automated sidekick to make sure no request is missed
Most project tools and CRMs need perfect data entry. To help your firm acknowledge and deliver customer needs, Carom’s agents read and extract tasks, sentiment, deal updates, and more signals to drive your customer organization.
Hi Jamie, before Tuesday could you send the phased pricing for the other ten properties? Please add Carter Voss to the review, our new lead for vendor contracts. And Taylor, we still need the move-in checklist for Harbor View this week.
The whole account on one page
Email from shared addresses like clients@, the mail each teammate chooses to share, your meetings, files, tasks and deals, all on the client’s record. When someone is out or moves on, whoever covers reads the same history and takes over their open tasks.
Walk into every review knowing where things stand
Before a client meeting, Carom writes a brief from the account’s email, tasks and earlier meetings: what the meeting is for, how the relationship is going, what’s still open, and a note on each person attending.
Share the brief, so everyone on the call reads the same one.
A review of the rollout so far and the plan for the remaining ten properties. Carter joins for the first time and will want to talk about vendor contracts.
Dina has been positive since the pilot and signed for all twelve properties in June.
Director of Operations. Cares most about keeping tenants’ services running during each move.
New to the account and responsible for vendor contracts. Expect questions about vendor terms for the remaining properties.
Hear about renewals and new work the moment a client mentions them
When a client writes about renewing or adding work, Carom suggests a deal on your renewals pipeline and quotes the line that prompted it. Create it automatically or review it first; you decide what to automate and when to suggest.
Re: Quarterly review follow-up
Thanks for walking us through the plan, Alex.
When our contract comes up in March, we’d like to bring the other 28 properties in the portfolio onto the same service.
Could you send us a rough idea of pricing before the end of the year?
Wildgrove — renewal and 28 more properties
in Renewals, at Identified
When our contract comes up in March, we’d like to bring the other 28 properties in the portfolio onto the same service.
Pick up a client account in the live demo.
It has a full team’s shared email and client records, with open requests, meeting briefs and renewals in progress.