Instantly track if your clients are viewing documents or presentations. You not only know what your clients have viewed but how long they were engaged and how much they viewed. Log-in, document download and other data is automatically pumped into our integrated CRM including.
Maintain and report on a client’s status making it simpler to identify not only whom you need to follow-up with, but also helping you track and identify what you need to follow-up on. Post notes, maintain your investor calendar, schedule meetings, and add reminders.
Compliance is made easier because of our sophisticated email tools including a private and secure messaging center along with retention and tracking.
Create reports to track potential and actual contributions. Create any type of report you want and have it available just a click away whenever you need it.
Import existing contacts from spreadsheets or other CRMs. Export information to other applications and CRMs.