Client Management, Point of Sale and Compliance system
- Lead and Contact Management
- Tasks and Appointment Management
- Fact Finding and Needs Analysis
- Multiple Integration options
- Compliance Documents and Management
- Full Audit and Activity Tracking
- Comprehensive Hierarchy and Role/User Management
CRM
Manage and Look after your Customers, keep track of sales, leads and Customer pipeline business.
Point of Sale
Fully flexible compliant sales process with comprehensive Fact Find, Needs Analysis and Sales Tools.
Integrations
The most comprehensive list of partner integrations in the market place, all full two way data and documents.
Compliance
Compliance documentation generation and compliance checking workflow module.
