A complete overview of your clients for advice and follow-up care
Integrates seamlessly with email services, synchronizes with databases, provides document storage, enables online invoicing, facilitates note-taking, manages cases, tracks pipeline progress, schedules tasks and events, offers calendar functionalities, allows for personalized selections, and supports mail merging. Through continuous updates via API and webhook integration with external sources, the advisors and experts have access to a comprehensive and up-to-date overview of their clients. This ensures that they can deliver timely and accurate advice and follow-up care.
CRM Login: email@example.com