Unlimited users, all functionality, single fixed cost license fee
Send your team home early as they master productivity through automated task management and checklists. Lose the frustration of clunky, complicated processes and threads with our onboarding team helping you every step of the way.
Customise your workflow to create tasks, allocate responsibilities and monitor your entire workflow at a business level.
Workflow items can be structured into customisable checklists, which provide a simple way to manage complex activities whilst remaining flexible enough for staff to handle the job as it transpires.
Automating daily workflows and tasks allows your staff to save significant amounts of time on repetitive administrative tasks and allows them to focus their time on more profitable initiatives.
There has never been a more important time to ensure compliance obligations are being met, on time with a documented audit trail
Contain all of your client records in one spot, including all interactions and documents securely encrypted, and available to you on any device. Client renewal agreements are automatically produced, sent, and returned with an e-signature in minutes and service histories for compliance or audits can be accessed at a click of a button.
Create beautifully branded and compliant templates to save hundreds of hours of effort across your business.
Templates can be created for letters, emails, SMS, file notes, and much more to ensure consistency and efficiency.
Add a personal touch to your documents by drawing key client details directly into documents using simple-to-use placeholders.
Documents can be saved securely for review and retrieved from anywhere, at any time.
Identify bottlenecks, increase profitability, leverage revenue opportunities and be the best advice firm you can be!
Effortlessly observe client services being delivered and compliance obligations being met with personalised and interactive dashboards and reports.
Real time analysis of upfront and ongoing revenue, client status, segments or product mix as well as easy to access trend reporting.
User permission settings may be set to ensure only relevant information is visible to the right people within your business.