A step-by-step guide to setting up and cleaning up MyCRM if you’re not regularly using pipeline and tasks. This will ensure you’re ready to jump in and realising the productivity, prioritisation and collaboration gains from day 1.
Ditch the double data entry! Understand how the 1st phase of the Quickli integration wll push information from MyCRM directly to Quickli.
New to Quickli? The Quickli team will also join us for a demo of their key features
A deep dive into verifying and validating clients expenses to meet compliance obligations and how Smart Data supports this with accuracy of data collection whilst saving you time.
Bring your lunch and questions for a live Q&A with our CSM community ambassadors on what tools they use day to day effectively and efficiently.
Smart Data – MyCRMs newest feature. Learn how Smart Data automatically collects ID, completes a credit check and imports liabilities, captures client’s bank statement details and group expenses. Start saving 3 days on lodgement time today!
Smart Data – MyCRMs newest data and ID capture and analysis feature. Learn from SmartData users how their businesses have changed their data collection process to save hours with SmartData
Join the Compliance Team to see how using Smart Data – mycrm’s newest feeature will assist in improving your compliance.
Smart Data – MyCRMs newest feature. Learn how Smart Data automatically collects ID, completes a credit check and imports liabilities, captures client’s bank statement details and group expenses. Start saving 3 days on lodgement time today!
Smart Data – MyCRMs newest feature. Learn how Smart Data automatically collects ID, completes a credit check and imports liabilities, captures client’s bank statement details and group expenses. Start saving 3 days on lodgement time today!
Smart Data is MyCRM’s newest feature. Learn how Smart Data automatically collects ID, completes a credit check, imports liabilities, captures client bank statement details, and groups expenses. Start saving three days on lodgement time today!
