Let data flow.
✓ Sell and onboard clients at scale
✓ Automate manual tasks
✓ Prevent errorsSCHEDULE A CALL
Centralized place to keep all documents
Manual double entries
Clicks needed to send a document from a CRM
FINANCIAL ADVISORY FIRMS SPEND 40% OF THEIR TIME ON DOCUMENT-RELATED TASKS
MONEY WASTED ON WAGES
Manual tasks done by your team steal jobs that computers can do for free
Re-keying info in multiple systems
Manual double entries wastes time and allows errors to creep-in
Manual admin tasks
Not only wastes time but allows human errors to creep-in
UNLOCK THE POWER OF AUTOMATION.
✓Automate entire sales workflows
✓Generate and send contracts from your CRM
✓Automatically archive completed documents
✓Update systems with the data contained in documents
✓Automatically send invoices to clients once contracts are signed
✓Keep track of the signature status of your contracts directly in your CRM
✓Automate any process you can think of
And more… .
HOW THE INTEGRATION PROCESS WORKS
Book a meeting
We analyze your organizational structure, processes you want to automate and agree on success metrics to reach.
Receive a proposal
We provide you with a fixed-price quote so that you’ll know exactly how much the project is going to cost.
We build the integration
We build the solution while working closely with your team.
Implementation & Training
We train and support your users before, during and after going live.
Unlock time savings
Use the time saved to be more productive and provide a better customer experience.
We provide support and fix potential bugs at no additional cost.
30 N Gould St, Sheridan, Wyoming, United States
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