In high growth companies, keeping up with the requests of clients can get overwhelming. There is turnover in your company, there is miscommunication about who is helping the client in which task. Things can get out of control.

All of this can burn the client relationship, and create negative word of mouth feedback on your firm.

Nip this in the butt right away and integrate a client services portal on your CRM. Let the client be able to login to your customer success portal and check on the status of their current project or issue. Streamline all your client’s requests to one central dashboard so your team can all be on the same page.

Sound like a dream? Its not – with the proper planning in your team and software, the Fintech CRM team can make this a reality for you.

Request you free analysis today!