Complete management of the client relationship, from the first contact to service after the sale. Everyone in your team sees the same up-to-date picture of each client.
A CRM can also hold the evidence your compliance function needs, such as due diligence documents, with access limited by role. It is designed with input from our compliance team, so these needs are part of the design from the start.
Both are possible: software made only for you, where the code and the hosting are yours, or a shared subscription solution that we host. We recommend one after we see how you work.
Yes. The client portal gives each client a secure login to see what concerns them and to exchange documents and messages with your team.
Yes. We import your contacts and history from spreadsheets or from your current system.
Tell us how your team works today. We will propose the right setup.
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