Wednesday, 10 March 2010
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CRM
The complete centre for CRM support including:
Task, case, and contact management, the complete sales process, and management information reports.
Click here to download the TrigoldCrystal CRM Functional Overview PDF
Prospector
The complete centre for Prospector support including:
Sourcing, Documentation, Additional features, Integrations and technical
support.
Click here to download the TrigoldCrystal Prospector Functional Overview PDF
Equity Release
The complete centre for Equity Release support
Unique end-to-end system for sourcing Equity Release. Includes referral system for unregulated advisors and referral receipt for regulated.
Click here to download the TrigoldCrystal Equity Release Overview PDF
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