Advisor CRM
Are your employees working as efficiently as possible? Are there any financial CRM tools, which might make them more productive? The best Financial Advisors CRM optimizes workforce productivity. Clients want to know how their financial portfolios are performing in real-time. They don't have time to wait. Do you have the answers? The Tamarac CRM places actionable intelligence at your fingertips. You can display client results in one simple screen. With superior functionality, you can earn profits before the opportunities disappear. The Web-based Tamarac Advisor CRM uses the Microsoft Dynamics CRM platform. Tamarac also has a mobile version allowing you to track your appointments, contacts, messages, leads and phone calls. Enjoy deep integration with the advanced charting, graphing and reporting features of Envestnet Tamarac CRM. Every 60 days, Tamaranc is being enhanced with even better features. Users can request a demo for the Advisor CRM system at (http://www.tamaracinc.com/Advisor-CRM.aspx).