It contains a set of features geared towards strengthening the Sales, Marketing, and Client Support functions.

We provide cost free database migration from your current systems to our platform.

• Full client profiles, including know-your-client details. Have relevant information at your fingertips.

• Calendar management with tasks and appointments, integrated with Outlook.

• Alerts for events like birthdays, anniversaries , client's reviews, with messages appropriate for the occasion.

• Opportunities management, categorized leads by stages in the book of business.

• Client Onboarding process, with flexible workflow.

• Full mobile support, with timely sync’ing of information with the main database.

• Data exportable to Excel.