CRM Capabilities

Comprehensive Customer View

Spend Less Time Toggling and More Time Servicing Customers
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Data Bridge

Leverage Our Powerful Data Processing Capabilities to Help Develop Data Views
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G Suite Connector

Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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Householding

Leverage Our Householding Functionality to Effectively Manage Complex Relationships
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Insights

Provide Insights to Improve Your Customer’s Buying Journey
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Lead Management

Maximize the Value of Your Leads to Drive Conversion
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MS Office Connector

Stay Connected and Organized via Our Microsoft Office Connector
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NexJ Nudge

Leverage Our Robust Recommendation Engine to Boost Advisor Performance and Drive Customer Success
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Onboarding

Shift Your Focus from Administrative Tasks to Revenue-Generating Activities
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