CRM
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A complete overview of your clients for advice and aftercare
RiskShare Advisors and RiskShare Experts have a comprehensive client management system with integrated email, database synchronization, document storage, online invoicing, notes, cases, pipeline, tasks, calendar, selections, and mail merging capabilities. The system is constantly updated through API and webhook integration with external sources, giving advisors a complete and current view of their clients for providing advice and follow-up care.
CRM Login: info@themesic.com
Password: 123123
