The campaign management features contain all the « must haves », but also includes several logical process automation features specifically designed to make the running and managing of campaigns and billing processes much simpler and more effective.

A campaign can contain any number of products, which can be configured as a primary product or upsell products.  The products can be physical in nature, digital in nature, or membership-based. 

Each product can be configured to trigger internal or external events, such as shipping by a 3rd party or internal fulfillment house,  create log-in credentials for digital content.

Customer Service is considered the core functionality of any CRM system, which is why we elected to build VaultCRM on the foundation of the most broadly used open-source CRM system on the market.

This design decision ensures that all customer interactions are not only tracked in a single system, but that all communications can be initiated in real-time, the customer service team(s), send, receive, and view inbound and outbound messages, for calls, emails, and sms messages.

Notes can of course be added, and customers’ cases can be escalated to managers, who are notified.  Automated messaging in the forms of email and SMS-Messages can be configured to automatically trigger based on any system event, cases can be opened, closed, or assigned automatically based on any system event.   The configuration options are simply limitless and will make the marketers’ daily operations that much easier.

Customer Service access can of course be as open or as restrictive as the system administrator decides and can be defined down to the micro levels of customers and even transactions.

To start with, although you can elect to have your VaultCRM instance PCI certified, it is not needed.   VaultCRM is set up to be an umbrella CRM that can integrate with any merchant account to a gateway that can store your customers’ data in a PCI-compliant fashion. 

In summary, although your customers’ payment data is captured in VaultCRM, it is pushed to the gateways where your merchant accounts are integrated, stored in one or many gateway instances, and linked to VaultCRM as a payment token.  VaultCRM triggers recurring billing events with the token from the integrated gateway when needed.

This means that a customer in VaultCRM will have multiple payment records, one for each gateway instance needed for the routing needed to execute a defined campaign.

Most importantly, should the question of PCI compliance ever be raised, you can simply defer the compliance question to the gateways and not worry about any exposure.

the Order Automaton features allow you to establish logic and criteria, which, when met trigger the creation of orders and transactions for your customers who meet the defined rules.

This logic can be used to add customers to one or more billing campaigns, based on the amount and merchant account used or a transaction not initiated by your Vault Instance.

For example, if a transaction for Y amount is routed directly to a monitored merchant account, then your VaultCRM can create orders for all up-sell products on whatever billing frequency configured on the selected campaigns.

This feature can also be used to migrate the recurring billing for customers residing in a different CRM system.

Managing multiple merchant accounts has unfortunately become a way of life and is no longer the exception to the rule.

Your own VaultCRM instance enables you to manage your customer’s payment records locally as well as in one or many integrated vaults

This allows you to establish logical and strategic transaction routing logic for both new sales and recurring billing events.

Routing logic can be configured as complex as you desire and can involve routing transactions to different merchant accounts for each charge, varying the charge amounts and billing frequency.

You can simply configure your billing complexity to match the simplicity or complexity that you have deemed to be the right strategy and terms for your business.

Since this is your CRM system, you can get it integrated with any partner, client, or vendor on the fly, as long as the appropriate Application Program Interface (API) is available or integrations exit with integration automation services such as Zapier.

Once an integration has been implemented, it can be triggered based on system events, triggers, and workflows that optimize your daily activities.

The setup and configuration flexibility have no limits and if a custom integration is needed, it can quickly be developed, tested, and deployed.

There is a library of tested and validated integrations to fulfillment houses, content providers, membership clubs, health networks, pharmacies, gateways, and payment processors, that can be deployed without effort.

Work Flow Automation allows you to establish tasks, task sequences, communications, interactions, and much more to be configured to be completed based on event triggers.

Emails and SMS Messages can be sent to customers based on events like a decline, a cancellation, and new order, a shipment, a complaint, or any other event.

Our workflow module configuration options are virtually limitless and are designed to make your life easier while ensuring that tasks get completed automatically.

Helping you keep your finger on the pulse of your business.