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Managing clients just got easier with CRM. A comprehensive system designed for financial planning professionals. CRM creates a seamless and streamlined approach to managing your clients.
Features
There are labels, alternate views, filters, sorting options, and the ability for advisers to add tags to client profiles. This allows advisers to seamlessly organise the CRM according to their preferences.
Insights offer effective data visualisation to help advisers understand trends and insights about their client base. This valuable data assists in making informed business decisions and more.
The note function allows advisers to create and document follow-ups and important information in the client profile. This proves to be highly convenient when advisers need to reference notes in the future or before appointments.
Advisers have the option to turn on the birthday reminder, receiving email notifications as a client's birthday approaches.
Regularly reviewing the client's financial well-being is crucial. Advisers have the option to activate a review reminder, receiving email notifications as the review date approaches.
An AI flow is accessible to accommodate service for AI clients. The process is straightforward and efficient for advisers to utilise.