 |
 |
 |
| Home |  |
Join Us | |
Contact | |
News | |
Articles | |
 |
 |
 |
 CRM |
Specifically designed for the professional advisor workplace, this is the most simple and useable CRM solution in the market today. With our CMS product you can create a company-wide database of clients, prospects, leads and business opportunities. By sharing information about your business contacts throughout all of the departments, you can improve your service to clients and maximize your sales opportunities. More than a lead-tracking system, CMS provides a suite of office management functions designed to improve the bottom-line of the typical small to medium sized business office. |
| Lead management. |
| Capture and store new lead data as it enters your system.
Share lead information across your organization - assign leads to your advisor team. Import and manage client prospect lists. Maintain a history of contact follow-ups, maintain a prospect 'drip box', keep track of calendar events, account details, lead sources, opportunities, service calls and more. |
| Office management. |
| Schedule events, assign tasks and coordinate meetings.
Develop and maintain client profile information. Maintain an office calendar of client appointments, tasks and activities. Share prospect lists with colleagues. |
| Client Email System |
| Compose and store standard and customized client contact emails.
Create personalized templates for client prospecting. Create your own catalogue of document attachments. Maintain a database of all client/prospect email communications. Create your personal email signature. Ties directly to your office email and remote to your PDA. |
Professional Referrals Canada - Professional Referrals U.S.A - Professional Referrals United Kingdom
