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!

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