Pipeline Management

From the very first Lead through to Income & Commissions, we have it covered.
MORTGAGES | INSURANCE | INVESTMENTS | PENSIONS

Being able to see how much business you have written and how much that is worth to you, is essential. It allows you to see trends within your business, when things are looking up, or when things aren’t going so well.  You can also see who is writing what business type, how much that is worth to the business and if any support, training or diversification is required.

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ADVISORADMIN
£48 MONTH£36 MONTH
LEADS
UPDATES
CRM
ACTIONS
STATISTICS
MONEY
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