Simplified CRM, customised workflows and robust record keeping.

Benefits at a glance

  • Store all your client information and file notes in one place that can easily be shared with your team.
  • Design your own workflows in our easy drag-and-drop environment.
  • Keep comprehensive file notes for clients and a history of detailed product research, easily accessible and recalled for compliance auditing purposes.
  • Set up ongoing service agreements for clients, track services due and generate FDSs or renewal agreements.

Hear from our clients

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