Family Offices grow progressively. And so too do their networks of relationships. As in-laws, children, grandchildren, and great-grandchildren are added, a Family Office’s relationship network expands—both in number and in complexity. Requiring a CRM that organizes data and connections smartly.
The Family Offices that are thriving today are the ones that are capitalizing on technology to fuel their growth.
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InTouch as a Client Interaction Service Module that automatically populates future interaction dates calculated from your Last Contacted On (LCO) date, and predetermined timeframes you have set for the Relationship.
Making it easier to create and manage workflow, so your team can claw back precious time.
Have you ever wondered "How much did that interaction, with that client, just cost us?" Time & Expense automatically calculates resource cost according to your pre-defined rates.
Over 10,000 users trust Salentica's award-winning CRMs to help grow their business, gain share of wallet, and automate repetitive tasks. Backed by 20+ years of experience and certified Service Teams, discover how Salentica can help you.Schedule a 30-Minute Demo