Client Management

Clients are the heart of your business. A strong and stable client base is critical to the health of your firm. Effective interaction with clients helps you to retain existing clients as well as gain new ones.

Adeptyx can help you gain control of the myriad of information involved in managing your client data and allow you to maintain efficient interactions with your customers. Adeptyx has experience with CRM, client on-boarding, contract management, client reporting and client servicing systems.

Adeptyx has designed products that solve common client management issues such as document retention and client reporting. Adeptyx can also design custom solutions for your unique situation. Whatever your needs, we can help you manage your client information.

Systems Expertise: CDC Pivotal, Microsoft DynamicsĀ®, ProTrak, Sage ACT!, Salesforce.com, SalesLogix, SalesPageā„¢, Satuit, Siebel, Zoho CRM

Case Studies: Institutional CRM Selection

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We would like the opportunity to discuss your needs and how we can help you.

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