Stacked with Features
Sales Automation
Lead management
Lead management is a structured process where prospective leads are tracked, analyzed, managed, and converted into business opportunities.
FinStak can help you manage your leads in one place where you can create tasks, schedule meetings, and automate emails. In addition, FinStak allows you to track the prospect through the entire sales funnel, ultimately helping you close more deals.
Deal management
Deal management is the process of tracking, analyzing, and processing the sales opportunities in your pipeline.
FinStak will allow you to track multiple pipelines and stages for every deal or opportunity in your practice. For example, you could have a pipeline for financial planning, insurance, and investment management.
Having separate pipelines and stages allows you to manage the business better and create automation to save many hours of your and your team's time.
Contact management
Contact management is the ability to store, track, and organize information about your prospects and clients.
FinStak provides seamless contact management at your fingertips, so you can simplify and streamline your processes by maintaining digital records of your customer's data. Such information includes their contact information, meeting history, professional relationships, and client accounts and holdings.
With its multi-channel communication capabilities, FinStak CRM allows seamless communication between your support teams and your sales.
workflow automation
Running a financial practice takes up a lot of time, and it is crucial to maintain good data.
FinStak's workflow automation allows you to design and automate your business processes, so you and your team can focus on what matters, time with your clients.
With Workflows, you can automate your operational and data entry tasks that take up most of your team's time, like sending email notifications, creating tasks, and updating fields.
