Easily track all of your existing and prospective clients in one place.
The Indition Sales CRM keeps a complete record of every contact you, and your team of financial advisors, have with existing and prospective clients at your fingertips at all times. This not only keeps your team of financial advisors organized, it also helps simplify compliance as you prepare for the future.
Financial Advisor’s Contact and Company Management
Financial advisors can keep an accurate database of existing and prospective clients, making it easier to can collaborate with colleagues to identify additional opportunities to sell a service. Use features like: Importing all existing contacts and companies, Activity Tracking, Document Storage, Company Hierarchies, Task Management, Ownership Role Restrictions, Send Notifications, and Customizable List Views.
IOS & Android App Designed for Financial Advisors
Instant access to clients and prospects information is important to financial advisors. The Indition Sales CRM App keeps all your information on clients and leads in one convenient place, your phone. You can view all of your, and your team of financial advisors, past interactions with a client, or lead, before meeting with them. Indition Sales CRM allows you to store notes, log calls and emails, and view related tasks for both professional and personal contacts.
Easily track your existing and prospective clients.
Create and track tasks for yourself and your team of financial advisors. With the comprehensive tasking system, you can easily make sure all task are completed and goals are archived.
Financial advisors can create emails that can be saved and tracked to send to existing contacts, as well as create automated email campaigns. You can also track how your contacts engage with your emails with our engagement tracking.
The feedback financial advisors get from their daily client contact produces a lot of data. This data can tell you what products your clients and leads are most interested in and what services they are likely to want from you. Turning this data into actionable insights can mean better client retention and a higher rate of new client acquisition. Indition includes a completely configurable reporting system that allows you to create, schedule, and export the data as you need, when you need.
MOBILE SHORTCUT FEATURES
For financial advisors, having all your client data on your phone is incredibly useful. This is especially true if you’re running between meetings. With a simple swipe down get a glance at your sales without even opening the app. Download all or choose individual contacts on your mobile device to import. Search for your contacts, and opportunities in your devices spotlight search. Add contacts and opportunities without even opening the app.
Indition CRM Features List
Spend time managing your content the way you want.
|Maximum Number Users||10||50||100||No Minimum, No Limit|
|Monthly Price Per User||$50||$35||$25||Call|
|Initiative & Task Management|
|Customizable fields and attributes|
|Activity tracker and custom activities|
|Email template builder|
|Private knowledge base|
|Ownership role restrictions|
|Available on Mobile for iOS and Android|
|Auto Sign Up|
|RESTful APIs for ease of integration|
|Custom Module/Business Functionality|