Features
Your CRM and back office
Whatever your firm runs on, your website feeds it - Intelliflo, Smartr365, XPlan, Iress and the rest.
Filed under Integrations. For Financial services.
What it does
A website that doesn't talk to your back office is a website somebody has to retype. We connect yours to the system your firm actually runs on, so an enquiry becomes a record without anyone touching a keyboard.
Intelliflo Office and Smartr365 have connectors of their own. Beyond those we build to whatever you use - XPlan, Iress, or the system your network mandates.
How it works
Tell us what you run on. We build the connection and wire it into your site, and you carry on working where you already work.
There's no plugin marketplace to navigate and nothing for you to configure - it's part of the service, like everything else.
Next: Your own domain, with SSL →
Free review, no obligation - a real person comes back to you