With 360 Lifecycle, you are in total control of your business, your data and your processes.
360 Lifecycle is the ultimate business tool, providing you with a range of features that will enhance your ability to run a successful business and deliver unparalleled client servicing. The system is more than just a CRM: 360 Lifecycle has been designed specifically for the intermediary market.
Our software provides instant access to your client information. The unique tools in our system can provide significant savings on the cost of running your business, generate invaluable extra hours into your working day and ultimately deliver increased sales. The full range of features can be explored during one of our introductory webinars, but some of the highlights include:
- All client information gathered in one place – giving you a bigger picture when speaking to client
- Automated workflow – so you never have to miss a client review again
- Upload all client documentation – so you don’t have to spend hours searching for files
- Generate automatic client feedback reports – so you can find ways to enhance your service and spot further sales opportunities
- High quality, high impact client reports – so you look good in front of your clients
- Branded Letter/Email Templates
- Pop up reminders/task
- Referrals and lead and management – all in one place to make your life easier
- Direct, targeted client marketing – to unlock sales from your existing client bank
- Invaluable management information – so you can evaluate your own performance
- Diary system integrated with Outlook and smartphones – saving you time
- Full audit trails – so your compliance work is really enhanced
- Friendly UK based support team
- Regular enhancements – keeping you ahead
What’s more, your data is securely stored within a cloud-based system so the scope of your data is not restricted by the size of your PC, and can be accessed by you from anywhere in the world.