Customer Relationship Management
Control your relationship with key customers with facilities to record detailed profiles of companies and contacts and all correspondence.
Provide logins for HR contacts and Assignees to track progress of their relocations. Allow Service Providers to update service status and view task lists.
Record details of Assignees and their dependants. Maintain Change logs, details of complaints and Quality surveys
Automatic job billing, recurring and consolidated invoices. Validate vendor invoices & post internal costs. Integrates with most popular accounting systems, such as Quickbooks and Sage.
Track all services required in each relocation. Assign tasks to internal resources or external Service Providers
Financial & Operational web-based reports including customer specific reports.
Maintain details of all external Service Providers to enable your staff to allocate and track tasks.
Email and document templates make communication with HR Contacts, Assignees and Service Providers simple and efficient.
All modules in ReloAssist are completely integrated, ensuring that data is always only entered once. The core ReloAssist functionality addresses the three most vital areas for any one managing relocations: controlling the progress of every service, keeping track of correspondence and managing costs and revenues.
ReloAssist lets you automate many repetitive tasks, such as reminders for Relocation Coordinators. Workflow can be defined based on different "Assignment Types",with user-defined business rules determining who will get alerts and when. Reminders can be escalated to ensure prompt action.
Providing tight integration with MS Word, MS Outlook and OpenOffice, ReloAssist allows users to produce documents and email from templates at the click of a button. A full history of all correspondence is maintained, including any email attachments sent or received.
ReloAssist can generate invoices, both one-off and recurring. Consolidated invoicing is also available. ReloAssist will also record your costs to produce Profit & Loss and Margin reports on every Assignment, ensuring you maintain control of your finances.
As ReloAssist covers all aspects of relocation, please select the role that best describes your company below to learn more about how ReloAssist can work for you: