TNET FrontOfficeHWA International
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Related Products
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About
Organize your client information, market your services and products, manage your sales team and stay connected to your customers. Make your business customer-centric and keep customer loyalty rates high. As we continue to improve and expand our sales and marketing platform, we look toward a future where RunSensible can serve numerous small businesses and startups in all their tasks. We are also taking strides in presenting industry-specific solutions based on the main application, making it more efficient for lawyers, photographers, and other businesses.
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About
Robust wealth management CRM capabilities to manage and analyze customer interactions with the goal of improving business relationships with clients and COIs, assisting in client retention, and driving sales growth. Fully customizable trust and wealth management workflows covering the full life cycle of client operations. A suite of fully customizable workflows to simplify compliance and risk management execution. Full life-cycle wealth management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Lawyers, Law Firms, Paralegal
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Audience
Trust professionals looking for an innovative CRM, workflow and compliance software
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29 per user per month
Free Version
Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationRunSensible
Founded: 2017
Canada
www.runsensible.com
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Company InformationHWA International
Founded: 1977
United States
www.hwainternational.com/tnet-frontoffice
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Categories |
Categories |
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Integrations
Java
Not Supported
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