INVOICING AUTOMATION FULL

Its Lead Management feature is not a mere contact database it’s a decision-making tool. Financial advisors can keep track of all transactions and client communications under one roof, thanks to integrations with popular financial platforms such as QuickBooks and Xero.Īpptivo offers real-time Sales Insights through dashboards that provide a complete view of sales metrics, which is vital for advisors to make informed decisions. These modules allow users to send quotes and create detailed estimates, central to any financial advisory practice for creating proposals or billing clients. Its dedicated apps for various financial tasks, such as Invoices and Estimates, align well with the specialized needs of financial advisors. In the financial sector, where nuanced client relationships intersect with complex data management, Apptivo acts as more than just a CRM.

INVOICING AUTOMATION FULL

Learn more: Read our full review.įinancial advisors looking for a multitasking platform that automates mundane tasks while offering deep client insights. This ensures a cohesive workflow that doesn’t require toggling between different platforms, thus reducing operational friction. Another highlight is the platform’s connectivity to familiar tools such as Google Calendar, Zoom and Gmail. Its file storage organizes essential documents in a centralized repository, making them quickly accessible with set criteria filters.īeyond mere file storage and basic automations, features custom dashboards that are effective in offering real-time insights into the clients’ financial statuses and portfolio health.

While many CRMs focus on tracking client interactions, extends its functionality to issuing quotes and estimates, a pertinent feature for financial advisors. For starters, its automation capabilities trim down the administrative burden, allowing professionals to dedicate time to formulating better financial strategies. It’s a platform equipped for the rigors of financial advising. The platform serves as more than just a customer relationship management tool.

Invoicing automation