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FOXTROT CKS

FOXTROT CUSTOMER KNOWLEDGE SYSTEM
IS AN ENTERPRISE CLOUD SOLUTION
FOR SMALL, MEDIUM OR LARGE ORGANISATIONS

Foxtrot CKS is a single integrated system with many optional modules and components:

CLIENT
MANAGEMENT / CRM

Everthing you need to know about your clients in one convenient, easy to use system. Manage all clients and client contacts, send them emails and SMS messages and keep a history of every communication.

MEMBERSHIP
MANAGEMENT

Custom configured online applications and registrations, online members portal, membership status, grades and grade history, e-merchandising, bulk email and SMS, and moew. Keep in touch with your customers and members and manage them in a super-efficient way, anywhere and anytime.

DEBTORS
MANAGEMENT

Automated electronic billing and e-Renewals, complete invoicing and receipting functions. Integration with Xero and MYOB. Financial reports. Audit trails of all transactions. Online payment facilities.

E-RENEWALS
RECURRENT BILLINGS

Annual, periodic or anniversary billing with just a few clicks. Send all renewals out quickly, efficiently and on time. Accept payments quickly and easily online.

GROUPS
MANAGEMENT

Create any number of customer, client or member groups for any purpose. Add customers to groups one at a time or via user defined search criteria. Send email and SMS messages to groups and keep a history of messages sent. Print reports, export data and much more from the simple but powerful Groups module.

BULK
MESSAGING

Create email, marketing and newsletter templates and then send them quickly and easily to any Foxtrot Group or Individual with just a few clicks. Integrates with Mailchimp, so use your favourite Mailchimp templates to create and send responsive campaigns direct from within Foxtrot. Automatically manage bounced messages.

CLIENTS / MEMBERS
PORTAL

Members can quickly and easily receive important messages, pay invoices and renewals, update their own details, register for events, participate in surveys, buy merchandise, access members only information and much more. Engage your Members in a very professional, friendly and personalised way.

DASHBOARDS &
REPORTING

Foxtrot comes with a wide range of standard reports and dashboards, or have a custom report built. Analytical reporting tools allow you to extract maximum value from all of your current and historical data.

FOXTROT USERS

Foxtrot is suitable for a wide varety of similar organisations across different industry sectors.

SPORTS CLUBS

Manage players, teams, coaches, volunteers & families quickly, easily and efficiently. Set up events and easily and take registration and payment online.

COMMUNITIES

Manage all members and contacts, events, activity and volunteer activity in one system, anywhere and anytime.  Set up and run small events.

ASSOCIATIONS

Comprehensive membership management capability including status, grades and renewals.  Integrates with your accounting system.  

CHARITIES

Manage all donors and donations, volunteers and beneficiaries in a single integrated system.

ALUMNI

Keep in touch with all members, manage subscriptions, run events and much more.

INDIGINEOUS

Manage clients, relationships, cases, services, events and other activity.  Ideal for any indigenous group or community.

ADDRESS
Level 1, The Realm
18 National Circuit
Canberra,  ACT  2600
Australia

CONTACTS
Email: enquiries@stepsoft.com.au

Phone: +61 2 62330900

Contact Help Desk

Thank you - one of the Stepsoft team will be in touch with you shortly.