We’ve had a large increase in Australian companies looking to have their own CRM developed to suit their specific business needs. Through customising their Podio project management software, we’ve been able to cut down on their admin and train their staff easier. Some common Podio development requests have been: Podio leads management Podio as a …
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), …