CRM
The hub of our platform.
In its crudest form, CRM software helps you efficiently manage the information you've collected on your clients and prospects. You can store and manage this data with a simple goal: to enhance your business relationships by improving client retention and acquisition. Coupled with the power of AI, Our CRM gives you insights into client behavior.
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Our highly automated, integrated, and intelligent CRM is the center of our platform, where you will stay all day to work with clients. Read below to see our features. You will find that there is no other industry software that offers anything like it.
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Data Points & CRM Screens
Data points and screens form the base of our platform. Our data points are dynamic as our platform adds more automation and efficiency. The collection of data is automated by use of our Forms app. The layout provides a quick understanding of the client's situation. Click here to view our screens.
Workflow Automations
Our automation process is without human intervention. Therefore, nothing is missed, while providing a high standard of client service. Our automation list grows continually from feedback and suggestions. Click here to see our current automations.
Email & Document Library
Our templates, both email and document, are whitelisted and merge with your information as well as your clients' information. These templates are usable out of the box and have been used by advisors for years. You can easily modify the templates to fit your needs. Click here to see our template library and template usage.