Stacked with Features

Sales Automation
Security
Marketing
Campaign Management
Client Management
Practice Efficiency
Mobile Apps
Customization

Campaign Management

Campaign and Event Management

FinStak's Campaign Module allows you to conveniently plan, track, analyze, and implement a marketing initiative.

You can use FinStak as your central communication platform with attendees, sending out invites to your contacts or leads and connecting with new leads you've collected from the event or marketing campaign.
FinStak will also track the success of your campaign by comparing your new leads against the resulting new clients.