CRM #1 CRM for financial software, Microsoft Dynamics 365 Track Investors, Borrowers, and prospects all in 1 database Dashboards Sales pipeline Track relationships Automate task tracking Financial Robust investment / loan Charitable gift funds Fundraising Planned giving Reporting Accounting Integrated accounting suite using Microsoft Business Central General Ledger Accounts Payables Accounts Receivable Fund Accounting Entities eServices Online & mobile portal E-Statements Open new investments Deposits & Withdrawals Loan payments & advances Profile updates Setup recurring transactions 2019 schedule for new implementations is already full Start the conversation today to reserve your spot in 2020! Reserve Your Spot