CDS gets ‘Appy on tablets
The system enables intermediaries to begin the sales process if they are visiting a client with just a tablet device.
Richard Hurst, of CDS Group, said: “An increasing number of advisers are utilising the modern mobile technology provided by devices such as iPads.
“Some mobile systems offer basic, cut down functionality but ClientCore allows advisers to access their full CRM and sourcing system on the move.
“This removes any duplication of effort when returning to the office to upload or sync data enabling a more streamlined sales process.
“Furthermore, because ClientCore is based on a Microsoft platform used by over 4 million people intermediaries get the reassurance of substantial on-going investment and support.”
ClientCore offers a fully featured back office system built on Microsoft’s world-class Dynamics CRM platform and the tablet compatible version will include full sourcing functionality.
ClientCore sits within Microsoft Outlook and seamlessly integrates with Microsoft Office offering a range of client management tools that include all of the core elements of the mortgage advice process from initial client contact.