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
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