Sales Workflow
Modules
You can convert from an existing CRM system OR have CapitalBase Workflows integrate with your existing CRM.
- Pre-Acceptance
- CIP/Client Due Diligence
- Client & Account Onboarding
- Fee Exceptions
- Business Intelligence
- Unique Assets
- Future Fees/Will Files
- Incentive Management
- Core Systems Integration
- Campaign Management
- Automated Task Management
- Communications Planning & Metrics
- New Account Follow-Ups
- Advanced Reporting
