We automate your CRM by substantially reducing the workload end users need to perform to create/update accounts, contacts, activities and call reports.

We proactively send pre-meeting digests so that your end users can enter each meeting prepared. Pre-meeting digests can be customized for your organization, and typically include meeting attendee profiles, current news/financials, holdings information and relationship data.

We add the context of relationships to the contacts within your CRM, helping you understand “who knows who” between an account’s employees, your employees and the outside world. This enterprise-wide view of relationship intelligence enables you to build coverage models that lead to higher win percentages and increased client retention.