

OFFER A FREE CONCIERGE DEDICATED TO HEALTHCARE, LIFESTYLE, & HOME SERVICES!
Collect, store, protect, segment your data in total compliance!
OFFER AVAILABLE FOR THE MONTH OF NOVEMBER 2023
USUAL PRICE: $488




GET ACCESS TO A DATA TRUSTMARK CERTIFIED CRM
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Real Time dashboard with immediate notification,
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Email alerts and direct message,
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View, understand and segment your leads and clients.


ONBOARD YOUR LEADS AND STAY IN TOUCH AT FINGER TIPS
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Create unlimited QR code and link according to company, marketing campaign and community,
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Generate a lead in less than 1 minute,
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Publish unlimited promotions or communication dedicated to your leads and clients,
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Share the Communication to Facebook, Linkedin, Telegram and Twitter at the same time.


ADD ON FUNCTIONALITY FOR FINANCIAL ADVISORS
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Collect up to 118 data points safely and in compliance
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360 view of your leads with immediate Financial Planning review
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Gamification of KYC
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Insurance portfolio and e-Wallet Plugin
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Unlimited Storage and share documents that matter



