Client Relationship Management
Web application used to store client information, manage storage of communications, and billing.
CRM Database
Stores client and plan specs, plus contact details.
Interaction Logging
Stores client interactions like notes, calls, emails, and meetings.
Blast Emails
Enables sending bulk emails to clients and advisors.
Billing
Store fee schedules in the system (store prices, service items by product for quick access)
Create branded invoice PDFs.
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