Your systems should be descriptive of how you work, not a prescription forced by your software.
Instead of constraining yourself with out-of-the-box planning tools, take ownership of your tech stack.
Let’s work together to create a planner-centric CRM using flexible low-code software.
If you’re ready to build a CRM that truly maps to your way of working, let’s talk.
Who Is This For?
The advisor frustrated by the rigidity of their current systems. They've looked at available automations and workflows, but none seem to address the core issues they see with their software.
The team drawn to the flexibility of a solution like Salesforce, but is scared away by the structure and cost of legacy enterprise software.
CFPs, CPAs, attorneys, and other financial professionals who need a dynamic CRM that can fit their own way of working.
The technologically-curious solo advisor or leader of a small team who would love to build their own tools, but would love even more to focus on planning and serving their clients.
Anyone who's looked at their systems and said, "wouldn't it be nice if it could just _____"...let's build that together!
