cRM System Allows you to manage all of your prospects, client interactions, appointments and more!

How our CRM System will help your business

Our brand new CRM System is included in the Essential Package FREE of charge. It will help you manage your company's interaction with current and potential clients. 

Syncs with your Legacy Software calendar. You can book your appointment from your Legacy calendar and will be automatically update to your CRM system calendar.

Keep percentage number on prospector appointments if you won or lost them. It can also calculate their total value and feature on the CRM database.

Allow you to record where you obtained the prospect/lead from 

Upload and securely store documents relevant to your clients

Fully GDPR and PECR compliant

Links to Outlook and Gmail accounts

Access from mobile phones