Tagpodio designer

Podio Developer Australia

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We’ve had a large increase in Australian companies looking to have their own CRM developed to suit their specific business needs. Through customising their Podio project management software, we’ve been able to cut down on their admin and train their staff easier. Some common Podio development requests have been: Podio leads management Podio as a place to store contacts Podio as an...

The unique needs of a financial planning CRM

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A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), Frequently Asked Questions (FAQs)...

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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