Online 401(k) Revamps Customer Relationship Management Platform

June 1, 2007 ( - The Online 401(k) has created a new version of its Customer Relationship Management platform, so that it will be able to service more clients without increasing costs.

According to a press release from the company, which provides full-service Web-based 401(k) plans for small and middle market businesses, CRM 2.0 automatically initiates an online inquiry submission which it then routes to the appropriate service representative.

Through the new platform,  these submissions also have the potential to be re-routed interdepartmentally where appropriate.

CRM 2.0’s “Track-It” feature allows clients to check the status of their submissions throughout this routing process. If a submission requires additional information from the client’s end, CRM 2.0 is also equipped with a “To-Do” function to serve as an alert to the user.

CRM 2.0 also includes homegrown loan and distribution wizards which now automate their previously manual and arduous processes, which increase efficiency and workflow processes, including those involving loan documents and payment schedules in the loan wizard’s case and check issuance in terms of the distribution wizard.

The status of all requests is available online as well.

For more information visit .