Key Features
- Client Records
- a. Contact and prospecting database
- b. Integrated diary functions
- c. Document uploading facility
- d. File sharing capabilities with employees
- e. Auto email integration
- New Business Processing
- a. Online business submission
- b. Simple admin procedures
- c. Automatic commission accounting features
- Banking and Accounts
- a. Accounts preparation
- b. Banking reconciliation
- c. Management reports
- Employee Record Keeping
- a. Remote file for important documents
- b. Programmable commission terms
- c. Employee access
- Reports
- a. Standard reports for important information
- b. Query building functions
- c. Downloads to PDF or excel
- General
- a. Low cost
- b. One workspace for all business function
- c. System access control
- d. Securely encrypted
