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We want to help your business thrive by giving you the tools to reach your goals, as well as manage day to day operations. Our industry first Introducer Lead Management system will ensure leads are easier to come by, simpler to track and even more profitable for your business. Not only this, but Introvice can completely run your business from day to day actions right through to high level strategic planning.
Having only joined the Financial Services sector recently I’ve got to say Introvice has made everything so simple to understand. I can instantly see how the business is performing and it’s laid out so logically and tailored to the industry that it’s been so simple to pick up and run with from day one. From viewing day to day actions right through to analysing future pipelines, it’s truly first class.
Roger Stanbrook, St Barts Finance Ltd
Introvice is a fantastic tool for helping us support our clients and communicate with them so they are getting the best levels of service. The system allows you to effectively manage tasks and communication across team members even if you are working remotely. The icing on the cake is the introducer app that allows you to build relationships with introducers, regularly update them on client interactions and pay them if you have a referral agreement in place, all through the system. This is a CRM system that is perfectly tailored for mortgage and protection advisors.
Neil Kentish - MBA, BSc. Hons, CeMap
Mortgage & Protection Advisor
