Need to build your business process? Use our custom blueprint process builder so you and your team can follow set processes to ensure you meet your compliance requirements.

Automation can save countless hours of repetitive work such as renewal notices, sending your initial disclosure document, fixed rate expiries, birthdays etc.  Automation will help you keep in touch and communicate with your clients, which will be critical when regular communication to clients will be a requirement.

Save countless hours of data entry by using our insurer data tool to keep your life policies up to date.  If you don’t have any data, talk to our team about using your insurer data to create new clients and policies for your CRM.

Build your own security profiles to allow certain people to see and do certain things such as Office Admin can see and edit all adviser records, but advisers can only see their own, or the business owner has complete control over all access and records, or maybe a telemarketer needs view only access. You can provide different set of permissions to various users.

Need to be audited by the FMA? No problem, we can keep a full audit trail of client history, communication, files, meetings, calls and tasks. A complete view of client history locked and auditable of who changed or added what and when.

Create beautiful web forms to put on your website or any website.  Create your own lead capture forms, loan application forms, any type of web based form, all seamlessly integrated into Adviser CRM.

Send clients surveys and get responses directly back into Adviser CRM for review.  You can send annual review questionnaires, satisfaction feedback, information update requests, referral requests, pre-meeting questionnaires.  Build your own surveys and send to your clients or leads.