Client Relationship Manager

Client Relationship Manager software is available everywhere, from as simple as Outlook, to Sage ACT!, to SAP AG. Thie big issue is integrating your CRM software with your other advisor functions.

myFLEXplan does not promise to be as robust as some of the single-purpose CRM packages that are available on the market. What myFLEXplan does offer is:

  • Price: We are FREE.
  • Simple: It is immediately available when you sign on to myFLEXplan. Access your clients with 1 click.
  • Integrated: Your client base is not an add-on, it is totally integrated with ALL other myFLEXplan components.

Here are some sample screenshots (place mouse over image to expand):

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