A modern CRM system can significantly enhance the efficiency and scalability of your independent practice. By utilizing the task list and calendar features, you can streamline your daily activities and client interactions.
Using CRM Task Lists and Calendars
The task list and calendar features in your CRM can help you schedule meetings and calls, track maintenance tasks, plan events, and organize your daily workflow. Prioritizing and automating functions that do not require human interaction is key to achieving efficiency and scale. Investing time in learning how to use these features will pay off as you grow your client base.
Integrating CRM with Financial Planning Tools
Connecting your CRM to a financial planning tool that can generate rapid one-page plans is a powerful prospecting tool. This integration allows you to quickly provide potential clients with clear and concise financial plans, enhancing your ability to attract and convert new clients.
Ready to streamline your business and grow your practice with OneSeven? Reach out!
Adam H. Blumenthal
Chief Growth Officer
E: ablumenthal@weareoneseven.com
P: 216.789.2228