Tag Archives: custom crm

 
custom crm designer

One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an: alternative to project management software as their workflows don’t fit a traditional sales cycle alternative to task management software as they need additional data to be included in each task request alternative to sales tracking pipelines as they …

 
custom financial planning crm

A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …