Custom CRM Apps & Plug-ins

Extend your capabilities with bespoke plugins.

Because our CRM solution is open and customisable, we can build and integrate specific "apps" or plugins that replace expensive third-party subscriptions. This allows you to centralise your software stack and reduce your monthly overheads significantly.

Examples of our custom modules include:

• Integrated E-Sign Module: Replace Docusign with a built-in electronic signature tool.

• Email Marketing Plugin: Manage your newsletters and client alerts without needing Mailchimp.

• Advanced Client Portal: Provide clients with secure access to their files, real-time live chat communications, and digital onboarding.