Your one source of truth for all of your client data.
With CRM your entire organization can stay up-to-date on client information and access the most relevant data with confidence. CRM provides the same client access point to every part of your business so you can work together toward delivering a better service.
Stay Up to Date
Stay up to date with a running news feed dedicated to each party. Create new touchpoints and interactions with high priority clients with relevant news and information at your fingertips.
Create Custom Detail Cards
Create custom detail cards so everyone on your team can access the most important and relevant client information for quick and accurate communication.
Work Efficiently with Activity Sync
Activity sync will automatically associate all client interactions and tasks with the appropriate record allowing everyone on your team to work together and efficiently toward the same goal.
The account-level snapshot includes everything you care about that’s related to a particular client. Everything comes together under one roof for the complete picture.