Case Study: Intelligent Debt Management (IDM) achieves scalable, efficient, and compliant customer management with Sage CRM

IDM implement Sage CRM for improved customer service

Intelligent Debt Management (IDM) is South Africa’s largest debt management firm, operating from Cape Town with over 170 employees across four divisions. The company faced inefficient, manual customer-management processes that struggled to handle large volumes of client data and meet compliance and electronic document-archiving requirements under the National Credit Act.

IDM implemented Sage CRM with implementation partner Astraia Technology to automate workflows, centralize customer data and integrate with other systems. The customized solution reduced manual work and duplicate records, improved process efficiency and turnaround times, lowered the risk of human error, and provided a scalable, reliable platform that supports compliance and better customer relationship management.

IDM

Gary Light

Operations Director