CRM Agents
7 agents to automate CRM workflows for your RIA.
CRM Data Deduplicator
LiveClient Service › CRM
Identifies and merges duplicate records
Data Quality Auditor
LiveClient Service › CRM
Audits CRM data quality
Activity Logger
Coming SoonClient Service › CRM
Logs client activities and touchpoints
Contact Update Validator
Coming SoonClient Service › CRM
Validates contact information updates
CRM Data Enricher
Coming SoonClient Service › CRM
Enriches CRM data from external sources
CRM Data Enterer
Coming SoonClient Service › CRM
Enters data into CRM from various sources
Relationship Mapper
Coming SoonClient Service › CRM
Maps household and professional relationships