CREAM CRM for operations-led businesses
CREAM is a CRM for operations-led businesses, such as logistics and warehousing, designed to keep quotes, rate cards, contracts, complaints and every job on one customer timeline. CREAM is part of the Thing.team suite from ML2 Consulting and is in development.
In development
What CREAM is designed to do
- Accounts and contacts
- Every customer, site and contact, and who owns the relationship.
- Quotes and rate cards
- Quote from agreed rate cards, and see which quotes turned into work.
- Contracts
- Terms, renewal dates and the rates they fix, with a reminder before renewal.
- Complaints
- Logged, owned and closed, and linked to the incident or job behind them.
- Churn signals
- Falling volumes, late payments and open complaints, flagged early.
- One customer timeline
- Jobs from W?, incidents from RIMS and invoices, in one view.
Who it's for
- Sales and account managersThe whole story before every call.
- Customer serviceComplaints with the facts attached.
- DirectorsWhich customers are growing and which are drifting.
Part of Thing.team
CREAM shares its customers with every app, so jobs, incidents and shipments land on the right timeline without anyone copying them across. See IT and software for logistics and freight.
W?
Warehouse management
Receiving, putaway, picking, despatch, SSCC labels and a live bay map. It answers one question: where is it?
RIMS
Incident management
Report from a phone, investigate, act and sign off, with RIDDOR and insurer packs ready.
Fast Forward
Freight forwarding
Bookings, shipments and documents. The furthest away of our apps; we'll say more when it's closer.
Coming later
Questions
We already use Salesforce, HubSpot or Dynamics. Can CREAM work with it?
It's designed to connect to Salesforce, HubSpot, Dynamics 365 and Xero. Which connections arrive in the first release is still being decided.
When will CREAM be available?
CREAM is in development and not on sale yet. CREAM on thing.team has the latest.
Related
- IT and software for warehousing: storage charges and jobs on the customer's timeline.
- Business process improvement: mapping the flow from quote to invoice.
- Systems integration: working alongside the CRM or accounts software you already have.
Tell us what's slowing your team down.
Email info@ml2consulting.com or call 07920 050366.