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Real-time management of information and preferences for internal teams

Instantly action customer requests to update information and contact preferences.

Do you have an in-house team taking calls from customers about their personal information and contact preferences? Add a customer service portal to your Cassie platform to empower your call centre, customer service or sales teams to update records in a matter of seconds. Be responsive to customer requests whilst keeping everything accurate and in sync.

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Empower teams to manage preferences

Give your teams access to your consent database via an easy-to-use portal. Using a simple but powerful search function, your operatives can find, view update a customer's personal information and contact preferences in a few quick clicks.

Configure to your requirements

You decide which fields are visable to operatives and which ones can be edited, giving them access to the exact information they need whilst protecting important or sensitive information from being overwritten without authorisation.

Quickly manage Subject Access Requests

Give your teams access to the information that they need to fulfil Subject Access Requests well within regulation time limits.

Customer service module features

Quickly query your database

Choose which identifying fields can be searched by operatives.

Protect sensitive information

Hide sensitive personal information from unauthorised views.

Reduce data exposure or overwrite risk

Choose which fields can be seen and which fileds can be edited by operatives.

Update details in real time

Reassure contacts that their information requests have been handled in a timely manner.

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Cassie enabled us to compliantly and proactively manage supporter consent for the first time. This supports our aims of being a supporter centric organisation, delivering trust and confidence with our supporters.

Rickey-Jay Elmer, Business Analyst, The Woodland Trust

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  • Trusted by…

    Syrenis software is trusted by and powers leading enterprises and governments across the globe

    • Syrenis preference management software is trusted by the Fundraising Preference Service
    • Syrenis preference management software is trusted by the Royal National Lifeboat Institution
    • Syrenis preference management software is trusted by Jacobs Engineering
    • Syrenis preference management software is trusted by the Woodland Trust
    • Syrenis software is trusted by The Ford Motor Company