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CRM 360

Connect to your customers in a more intelligent way by uniting sales, service, marketing, commerce, and analytics. 


A calendar that takes the best traits of Google and Microsoft to build a powerfully integrated solution.

Proposal Generation

The proposal solution untangles your process and simplifies the client experience to get your team on the fast track to success. 

Account Aggregation

Seeing all accounts in a singular view is paramount to staying informed, on-track, and connected. 

Financial Planning

Revolutionary psychological process of uncovering, assessing, and determing a streamlined path toward accomplishing goals. 

Investing Ideas

Customizable or preset institutional grade algorithmic market indicators, folios and models.

Document Vault

Keep important documents in a central location and be able to share and retract privileges in a safe and secure environment.

Accounting Corner

Monitor and view the revenue and expenses from a central location to keep a pulse on your business in real time.  

Human Resources

Oversee and manage employees and independent contractors so that you have a 360 degree overview of your business.