A complete overview of your clients for advice and aftercare
The RiskShare Advisors and RiskShare Experts have a crm system with email integration and notifications, database synchronization, document storage, online invoicing, notes, cases, pipeline, tasks, calendar, selections, mail merging etc. etc. The system also synchronizes with external sources through APIs and Webhooks. This provides advisors with an up-to-date and complete overview of clients for advice and follow-up.
CRM Login: firstname.lastname@example.org