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), Frequently Asked Questions (FAQs), Employee Handbooks, Common Files and more
Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the …
We’ve built dozens of intranets & extranets for companies, utilising a huge number of custom features. Let’s have a look at what features you might need and what an intranet is. What features should an intranet have? We often get asked by clients: What makes an engaging intranet that my staff will use? What features …
This is the default text shown when someone completes a standard, partially-configured website form. To change it means you have to click through a few tabs and find what text to update. Does it ever matter that someone sees this? Consider the customer journey from when they read some of your social media posts then …
The unique needs of a 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:
Through our onboarding and staff education programs, we ensure that your CRM is tailored to your unique financial planning business needs.
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I need a custom CRM web app and database
Further question details We currently manage large customer and prospect lists in multiple Google Sheets and Excel. We want to migrate this into a cloud database. We do not current have a database setup, so we will need to create one based on an example customer list and handle migration of our lists into the …
Need someone to build your company intranet?
We’ve built dozens of intranets & extranets for companies, utilising a huge number of custom features. Let’s have a look at what features you might need and what an intranet is. What features should an intranet have? We often get asked by clients: What makes an engaging intranet that my staff will use? What features …
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This is the default text shown when someone completes a standard, partially-configured website form. To change it means you have to click through a few tabs and find what text to update. Does it ever matter that someone sees this? Consider the customer journey from when they read some of your social media posts then …
Messaging Apps
Research for a client regarding messaging apps, alternatives to Slack & other options that Skype: Slack Stride Fleep Glip