CostFrom $100/advisor/moFrom $100/advisor/mo (Meet plan)
Time saved~6 hrs/wkper person, 4 advisorsVendor claimSource says: 20-25 for 4 advisors (vendor claim)
How easyEasyReady-made software
Turn it on
- Connect your calendar and CRM, turn it on for your next meeting, and check the notes.
Want it done for you?
15-minute call. Walk away with a tool that saves you real time and money.
- Free
- 15 minutes
- No sales pitch