Stacked with Features
Practice Efficiency
Automation
Automating tasks enables users to be more productive throughout their day and manage their workload.
FinStak CRM's automation tools help initiate events such as meeting reminders, accomplishing tasks, updating fields, and sending emails.
Instead of spending more time doing repetitive work, you can streamline different workflow processes and deliver services with less effort. In addition, you can focus on your relationships with your clients when these tasks are automated.
Templates
Templates save you tons of time – with a few clicks, you can send out an email or form without having to type it up every time!
With FinStak, you can create impressionable letters and emails from scratch or use the pre-built templates you will find in FinStak CRM's template builder.
With the extensive collection of pre-made templates available for various uses, we make it easy to customize, choose your target audience, and send it directly from the CRM.
Project Management
With "FinStak Projects," you will have access to a robust project management tool. This tool can help track your projects for financial planning, opening investment accounts, onboarding employees, etc
With Projects, you and your team will be able to run a financial practice efficiently and have the ability to see the "big picture" with Gantt charts, tasks, issues, and milestones.
Documents
With FinStak's "Documents" Module, you can track, organize, and share documents with users on your team.
The module becomes a repository of all firm's collateral that can be used in sales and service situations and can be easily shared with your prospects and clients.
Whether they are PDF files, spreadsheets, or reports, FinStak helps your team collaborate better.