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What is HarrisData CRM?

HarrisData offers three innovative CRM modules designed to significantly improve operational efficiency within organizations. CustomerFirst® provides various departments with crucial tools for support, help desk operations, and quality monitoring, enabling them to efficiently handle customer information relevant to their individual needs. This comprehensive solution tracks the entire process from the initial logging of a request or issue to its final resolution. SalesFirst® is specifically crafted to assist businesses in structuring their sales teams, prospects, and client relationships. This essential tool for sales professionals consolidates all relevant historical and key information about potential customers, while also facilitating the monitoring of competitor data to enhance sales tactics in response to market dynamics. Finally, WebFirst® offers customers the ability to access, update, and create support tickets online at any time, ensuring they have round-the-clock convenience. This module also allows users to conveniently download software updates from the web, keeping them equipped with the latest tools as needed, further enhancing user experience and satisfaction. By integrating these modules, organizations can create a cohesive system that streamlines customer engagement and boosts overall productivity.

What is CSI?

CSI is a leading ally in the realms of fintech, regtech, and cybersecurity, flourishing at the intersection of innovation and outstanding service. Our commitment lies in advancing businesses through a unique blend of cutting-edge technology, seamless implementation, and a strong emphasis on authentic partnerships that prioritize the customer experience. Our cloud-based core banking solution enhances banking operations, providing a vital foundation for various functions, such as loan onboarding, servicing, and managing deposits and withdrawals. As a progressive and growing financial entity, your bank demands a reliable, effective, and fully integrated core banking processing system. With CSI’s automated, integrated, and cloud-based core processing solution, your team can focus on the crucial elements of banking while we take care of ensuring peak performance, compliance with regulations, and robust security measures. In a rapidly changing financial environment, choosing to collaborate with CSI signifies that you are not merely adapting; you are leading the way in establishing benchmarks for excellence in banking operations, paving the path for future innovations. By embracing this partnership, you position your institution at the forefront of the industry, ready to meet the challenges and opportunities ahead.

Media

Media

Integrations Supported

Integrations Supported

Kinective Bridge

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

HarrisData

Date Founded

1972

Company Location

United States

Company Website

www.harrisdata.com/software/crm

Company Facts

Organization Name

Computer Services

Company Location

United States

Company Website

www.csiweb.com

Categories and Features

CRM

Not specified

Categories and Features

Banking

Compliance Tracking
Corporate Banking
Risk Management

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