Advisor 8 - Capabilities of Professional Management

Work Process

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.

Work Process

Practice Management Maturity Model (PM3)

You are the user
You are our advisor
You are the investor
You are the ‘Advisor 8’

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

Work Process

Advisor 8 platform and Apps

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.


Safe & Secure

CRM

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..

Several Profit

SMARTproposalsTM

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.

Secure Storage

Workflow

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.

Univarsal Access

Campaigns

Email Campaigns for accountants with clients daily communication with customers.

Email Campaigns for accountants with clients daily communication with customers.

Several Profit

Drive

Manage all your business documents in one place.

Manage all your business documents in one place.

Several Profit

My Accountant

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.

Work Process
Work Process

‘You Ask – We develop’ – A platform that fits many apps into one single sign-in thus becomes low-priced.

Work Process Information purpose only, check their website for price changes.