• Logically capture critical financial details for each contact, utilizing industry-specific layouts and fields.
• Centralize key prospect and client data for immediate access and high levels of service.
• Quickly update the primary address for a client to ensure communications are received in a timely manner.
• Reduce the risk of losing critical contact and client information.
• Data portability to take client information when making calls outside of the office.
• Increase quality and effectiveness of communications to encourage client trust.
• Stay on top of all client commitments to provide better service and increase revenue.
• Manage and grow your client base using top-notch prospecting and marketing campaigns to increase your client touches.
• Prioritize your demanding work day to ensure you are as productive as possible.
• Easily perform look-ups to deliver faster customer service.
• Manage prospects from initial inquiry to full client status.
• Report on activities associated with client and prospect status for a complete view of your business? health.
• Stay productive by taking critical contact, appointment, and to-do information on-the-go.

谢谢支持