A variety of simple tools to help you
capture, connect and report on
An extremely customizable workspace allows for you to simply track status and details related to your new business efforts.
Keep information consistent across your marketing systems, and even with custodians, in order to be sure you have one source of information.
An easy way to capture information from visitors on your own website directly into the CRM - no coding involved. With a web form, a potential client can open a page on your website, enter in pieces of information, and have that information sent directly into the CRM for you to evaluate and respond to.
Calendly integration enables you to configure an event link to be available after the form is submitted, prompting prospects to immediately schedule time to meet with you.
Once a prospect fills out a form online, information is captured in a prospect workspace, giving you the ability to validate form entries as legitimate prospects before you begin working with them.
All potential new business, whether related to prospects or doing more with existing clients, can be captured as an opportunity and the opportunity workspace allows you to create, manage and report on new opportunities in whatever level of detail you desire.
Integration with Constant Contact allows you to keep your contact information consistent and synced. You will be able to maintain your contact information in the CRM and jump over to Constant Contact whenever you need to launch a campaign, knowing that the contact information is up to date. At the same time, you will be able to keep an eye on who has opted out of emails and respect that choice when emailing from within the CRM.
Our CRM is the first to integrate with Schwab’s Digital Account Opening - allowing you to pass Person information from the CRM directly into the Schwab Digital Account Opening form with a single click.