Features
Upswing CRM for Financial Advisors is tailor-made for financial advisors, planners and consultants. We research the market, listen to requests from advisors, and design and develop this intuitive, hyper-efficient, on-demand application to help financial advisors do what they do best: advise.
Current features in Version 2.0
- Contact management
- Color coding for contacts (clients, prospects, etc.)
- Photo upload capabilities
- Contacts by referral widget / graph
- Household / company management
- Multi-user task management
- Calendar management
- Create multiple calendars (for a team)
- Microsoft mail merge
- Opportunities management
- Opportunity auto-generation
- Albridge integration
- MoneyGuidePro integration
- LaserApp integration
- Quik! Forms integration
- Advanced custom reporting and analytics
- Workflow automation
- Daily agenda via email
- Custom brand name on the interface
- Tab customizaton
- Field customization across all modules
- Layout customization
- Drag-and-drop functionality system wide (widgets, calendar, etc.)
- Permissions security system-wide
- Import utility (ACT, Outlook, Goldmine, etc.)
- Project management (marketing campaigns, event plannning, etc.)
Coming up...
- Manage tags / types of contacts
- Mass update for contact types
- Tagging and typing contacts during import process
- Enhanced full-page profile view for contacts (retirement planning, estate planning, college planning, etc.)
- Jott integration
- iPhone mobile support
- Blackberry mobile support
- Dropbox email integration
- Email notifications for notes
- Recent database activity reports
- Time management module
- Widget customization
- Dashboard customization (improved adding/removing widgets)