Focus on the target

The CRM for Financial Services

Analyze
Optimize
Automate
Integrated with:

Comprehensive Management Solution

All in One

Multiple brands, platforms and call-centers under one system.

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Graph
Platforms Campaigns
Graph
Desks Geo

Sales

Enhance the quality of communication by giving your sales agents all the information they need about a client.

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Sales Object

Marketing

A wide range of marketing tools for higher quality
and sales-ready leads.

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Marketing Object

Management

Stay in control over your organization with a strong permission system.

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Brands
Tools
Desks
Notifications
Permissions
Integrations

Reports

User-friendly “pivot style” reporting that saves you time and provides you with the relevant information and stats for better decisions.

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Reports Object

Stay Informed

Manage your organization’s workflow with a notification system

Automated notifications regarding Your portfolio activity

Comprehensive task management