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Tech for your tomorrow

Our new CRM is your all-in-one digital tool that enables you to manage your customers, nurture your sales pipeline, lodge and manage applications and run your business more efficiently.

The ultimate digital workspace for tomorrow’s broker

By integrating all your CRM tools (and more) into one powerful and easy-to-use platform, you can cut down on time-consuming admin and focus on closing more deals and growing your business.

Save Time

A full suite of broking tools designed to boost your efficiency and productivity.

Simplify Compliance

Compliance built into every step to give you greater confidence.

Manage Customers

Digital solutions to lift your customer experience to the next level.

Enhance Performance

Collaborate with your team more effectively to drive better business performance.

Get more done in less time

A full suite of broking tools designed to save you time. 

Compliance built into every step

Navigate Best Interests Duty (BID) with confidence.

Deliver a seamless customer experience

Personalised, digital interactions to lift your customer experiences.

Collaborate better to boost business growth

Complete oversight of your business for maximum efficiency.

We’ve invested a great deal of time and effort into researching how CRM can improve the way our brokers run their business. Our brokers are going to gain efficiencies, improve collaboration capabilities, and be able to tackle BID, all while lifting their customer experience.

Matt Faries

AFG​, Chief Information Officer

Features of CRM

Dashboard View

High level dashboard overview where you can quickly access Applications, Customers and Pipeline, as well as seek help.

Customer Profile

A 360 view of your customers, including current loan details and fixed rate expiries.

Customer360

A dynamic digital fact find that allows your customers to input their details for direct import into CRM. No more double entry of data.

Automatic Document Collection

Required documents for upload will be automatically generated based on the fields filled out by your customer.

Digital Signatures

Enable digital document signing for your customers.

Pipeline

Your sales visualisation board that allows you to view and manage your deals.

Workflow Automation

Create task templates to manage your workflow.

Credit Reporting Integration

Order credit reports directly through CRM.

Analytics Report Generation

Access business performance reporting.

Marketing Automation​

Branded campaigns sent to your customers.

Email

Email your customers directly from CRM.

Features In Plan

Lead Generation Tool

Capture customer leads via an embedded lead generation tool.

Marketing Automation

Build fully customisable campaigns to send to your customers.

Bank Statement Integration

Automatically generate your customer’s bank statements via CRM.

RP Data Integration

Order RP Data valuations via CRM.

VOI Integration

ID verification without face-to-face meetings direct through CRM.

SMS

SMS your customers direct from CRM.

Do it all with Suite360

Suite360 is your single stop for broker technology. We’ve combined the full suite of tools and technology that brokers need to succeed.