Built exclusively for client-facing accountants, attorneys, financial advisors, realtors, VCs, insurance advisors, and other trusted advisors.
”The frictionless way to strengthen your best client relationships (top 20%) to uncover new needs, while you seamlessly are available to their COI to answer questions, provide second opinions and/or services.
Dual CRM Platform that connects with 99% of the CRMs on the market.
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