Everyone is a bit different – so is their dashboard. Use the customization tools to make your dashboard work for you.
Complex Enough to Conquer
While our system is easy to use, there is plenty under the hood. Get started with the basics. Then, take your competitors to town by using some of our advanced features.
All Your Info At A Glance
Answer “What was I supposed to work on today?” with your to-do list. Change your mind on the fly. Get a glance of your most important information when you log in: task list, calendar, follow ups, you name it.
Find out which leads turn into customers. See and understand your sales funnel. Figure out why your leads turn into customers.
Keep In Touch with Integrated Email Marketing
Remind your leads of an upcoming event. Or, let them know about your new offerings that might just close the deal. Do it all through the email marketing interface.
Remember Your Last Pitch With Notes
“What was that I sold her on?” No more. Now, keep your notes up to date with your lead’s contact information.
Stop Hunting Through Emails and Notes
Financial CRMs puts all of your contact information in one place. See emails, phone numbers, policy information, notes, and even birthdays.
Save That Policy Info
Tracking policies for each client can be rough. Not anymore. Plug in your client’s policy info and track it over time.
Remember Their Important Dates
Working with clients can be like working with family. Remind them you care with automated birthday and anniversary messages.
Consolidate Here, Use Everywhere
All your information and needs in one place. But, you can access it from a computer, tablet, or phone. So wherever you are, you can stay on top.
If you’re on social media, you can integrate it with Financial CRMs. Get a dashboard of recent tweets, mentions, and messages. We do more than Twitter with Facebook and LinkedIn
Go Even Futher
With optional addons, your setup will work perfectly for you and your business. Get working with Microsoft Outlook, Microsoft Office, QuickBooks, advanced analytics for Google Analytics, EventBrite, SurveyMonkey, Facebook, Twitter, and LinkedIn.