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Time-consuming technology
The debate continues over which is the most efficient back office/CRM system. We've all been there, trying to navigate our way around them, but one thing's for sure - they all take up your time.
Why not email your files to us insead?
To help you build your files we've devised a simple checklist. We know each system does more or less the same thing, it's really only their naming conventions that differ. We build case managers for Iress, sales binders for Intellifo and file submissions for True Potential, plus many more.
How do I start?
After signing our confidential Terms of Business, and exchanging any system accesses, you are ready to go. Simply email your scanned PDF file documents over and leave us to do the rest.
How will I know what's been done?
We send out an update by email at the end of each day confirming the status of your file and anything that might be outstanding. Yes, it really can be that simple!
How much will it cost me?
Our admin rates start from as little as £20 per hour, we are not VAT registered and you can opt for works to be carried out on a time costed or fixed retainer basis.
*Contact us on 07708783126 for further information*
