Bullfinch Wealth CRM

Overview

 

Bullfinch CRM helps businesses stay focused on their customers with innovative and effective approaches to marketing, sales and customer service. This provides the essential capabilities to help relationship managers and wealth advisors improve the overall client experience to better attract and retain customers for profitable growth.

 

The big vision: Whether you use your PC, Laptop, Tablet, Smartphone or almost any other device that comes along, you'll be able to accomplish all the same tasks through all the same platform of Bullfinch. The form factor will change, but the core experience won't.
 
Features

 

Bullfinch Wealth CRM offers the following key features:

 

• Dashboard for Relationship Manager
• Activity Stream
• Customer / Prospect details
• Opportunities Tracking
• Event / Meeting management
• Calendar
• Tasks / Notes
• Email Alerts
• Account Settings
• User Management
• Import Customers
• Export Customers

 

Highlights

 

• No installation, No Downloads. Online web access
• Supports all leading web browsers.
• End to end access through Mobile devices
• Supports iPad2 / iPad3, Android tablets and Blackberry Playbook
• Elastic screen design provides same look-and-feel across the three screens (PC, Tablet, Smartphone)
• Reliable and secured cloud based access. Your data is 100% protected.
• Automatic Backups & Upgrades