It contains a set of features geared towards strengthening the Sales, Marketing, and Client Support functions.
We provide cost free database migration from your current systems to our platform.
Key features include:
- Full client profiles, including know-your-client details. Have relevant information at your fingertips.
- Calendar management with tasks and appointments, integrated with Outlook.
- Alerts for events like birthdays, anniversaries , client’s reviews, with messages appropriate for the occasion.
- Opportunities management, categorized leads by stages in the book of business.
- Client Onboarding process, with flexible workflow.
- Full mobile support, with timely sync’ing of information with the main database.
- Data exportable to Excel.