It is with more than 20 years of experience and insight that he was able to design and execute an advanced CRM tool that would deliver everything and anything any alternative marketing firm would need to thrive in a competitive marketplace right at their fingertips:
Commission Reports
Sales Production Reports
Mobile Capability on any Platform
E-sign Onboarding Forms
Newsfeed and Communication Interface
Real-time Market Updates
Agent and IBO Information
Client Training Literature & Tutorials
Gamification
Co-Pilot
Compliance and Quality Control Modules
Inventory Tracking
