We’re empowering agencies and advisors to do great things together
Simplify your day-to-day, and client expectations without blowing all your precious time.
1. New functionality of the classification of the database
Differentiate database between clients and prospects.
You will be able to filter.
-The clients have as a required field a method contact.
-The prospect is not necessary to have a method contact, When entering a prospect to a trip, if this does not have method contact you must enter it (the platform will force you to enter one).
-New column for the client section where you will be able to see the number of trips that the client has been on and the status of theme.
- Improvements in creating groups of clients for a trip
- New functionalities to export clients