A simple to use task manager system, synced with a customer relationship manager for easy collaboration amongst professionals and clients.
Send task requests, share documents and communicate without ever leaving the system. A secure way for all of those involved in the planning to communicate about the estate while creating the best plan. All tasks sync with an internal customer relationship manager (CRM) so that notes are preserved for future reference. Need a reminder, the CRM will send out reminders so that you don’t forget to make that call or send that email.