We offer an innovative, secure, user-friendly, scalable, well integrated, and all-inclusive business apps (CRM, SMARTproposals TM, Workflow, Drive, Campaigns with Client Portal) for running a frictionless Professional Management organization like yours catering to the current and ever-growing needs of your business revolving around your clients, irrespective of their size, ranging from individuals, small and medium businesses to big corporates.
With our years of experience architecting, developing, and deploying technologies for automating businesses, we envisioned and created a powerful platform with an ecosystem of applications and tools that becomes a central-hub for Professionals in the industries like Coaching, Consulting, Professional Services, Digital Agency, Hospitality, Financial Services, IT Solutions, Law, Creative Agency, Education, Insurance etc.
We expect you to perform all the professional work you do all day long 7x24x365 just by using this single portal.
We assure you that you will leave all your word and excel spreadsheets, email exchanges, file sharing servers, invoicing and billing software and proposal templates, mind-boggling but mundane task of addressing uncategorized transactions with the help your accountant, etc. behind and will embrace our Advisor∞ Platform for all your business needs.
Professional Practice Management will drive your business success
Visibility: real-time updates, alerts and status checks
Control: Role and Privileges based access control across applications
Compliance: Workflows ensuring rigor and transparency at all levels
Collaboration: client collaboration at its best
Execution: All jobs, tasks and obligations at the fingertips
Productivity: 24x7 Platform and applications availability from any device
Efficiency: Integrated system, applications and data
Security: Platform completely secured and reliability ensured
Let Advisor 8 Platform show how Professionals can do more with the tools and solutions we offer, and achieve unparallel customer satisfaction leading to uncompromised client/customer retention, translating to unprecedented business growth in terms of new clientele and referrals.
Customer relationship management (CRM) app is useful for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business..
Customer relationship management (CRM) app is useful for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business..
Get stunning, personalized proposals out the door in a matter of minutes. Create professional, error-free documents with pre-built templates, a drag & drop library of content, and integrate with workflow management.
Get stunning, personalized proposals out the door in a matter of minutes. Create professional, error-free documents with pre-built templates, a drag & drop library of content, and integrate with workflow management.
jobs, tasks, invoices, time &, billing, PBC list, performance measurement, contracts and more, allows small & medium business owners to manage work properly in the cloud and assign the tasks and approve them when done.
jobs, tasks, invoices, time &, billing, PBC list, performance measurement, contracts and more, allows small & medium business owners to manage work properly in the cloud and assign the tasks and approve them when done.
Email Campaigns for accountants with clients daily communication with customers.
Email Campaigns for accountants with clients daily communication with customers.
Manage all your business documents in one place.
Manage all your business documents in one place.
Streamline activities (Payments, documents, subscriptions, chat and more..) between SMB and their accountant.
Streamline activities (Payments, documents, subscriptions, chat and more..) between SMB and their accountant.
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