For over 20 years we have been providing CRM software to the financial industry. From dial up internet to fibre, from large cumbersome mainframes to flexible cloud servers, and from desktop applications to mobile and web systems….we have seen it all.
It is now time for the next jump. For the past 6 months we have redeveloped our new platform with one thing in mind – You, the user. The philosophy was simple, to build products and services that make life connecting to your customers and product suppliers more efficient, highly integratable, smoother and a user experience second to none.
We have built and released our first version of the web CRM system, integrated with Office 365, client portals, referrer portals, bank affordability calculators plus more. We will continue to scope and build our products and services that give users value by improving their productivity and ability to engage with clients.
Join us now and be part of the journey!!!