Pipeline reporting
Wouldn’t it be helpful to practice management if you could quickly check the status of any milestone for any task and any client? You asked for it. We built it.
Wouldn’t it be helpful to practice management if you could quickly check the status of any milestone for any task and any client? You asked for it. We built it.
CCUBE workflow management lets financial advice teams assign activities, select options, make decisions & reach milestones following company processes.