CRM Services
Discovery Call
During our Complimentary Discovery Call we discuss how we help quickly implement, facilitate and enhance your Wealthbox CRM or Redtail CRM system.
CRM Implementation
Our CRM Implementation service delivers a personalized approach to optimize your firm's CRM system. We begin with a detailed CRM Inspection Report, and then collaborate with you to enhance the system, ensuring it fully supports your client service objectives.
Stephanie Dannebaum Consulting
Sample Custom CRM Features
- Inspection Report & Contact Management Analysis
- Customized Contact Management Flowcharts & Glossaries
- Client Service Schedules
- Customized Activity, Task, Note, and Workflow Templates
- Tailored Custom Export Templates & Wealthbox Reports
- Role / Service Team Dashboards
- CRM Training & Integration Support
Additional Services
CRM Strategy Calls
We conduct one-hour Zoom sessions to explore effective strategies and implement best practices. This can include but is not limited to training, building new templates, integration set up, best practice strategy review, etc.
What's included: Meeting Summaries & Recordings
Starting at $200 per meeting
Testimonials
Schedule a Discovery Call
to find out how we help firms quickly elevate your Customer Relationship Management (CRM).
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