GetMore CRM
by GetMore Systems
CRM and workflow automation platform for financial advisory firms.
GetMore is a CRM and workflow automation platform built for financial advisory firms.
GetMore brings customer information, communication, documents, tasks and business processes together in one central environment. It helps mortgage, insurance and financial advisory firms structure their day-to-day operations, automate repetitive processes and maintain a complete customer record.
One platform for your advisory business
GetMore supports the customer journey from the first contact through advice, administration and ongoing customer service. Advisors and back-office teams work from the same customer record, with relevant information, activities and documents available in one place.
CRM and customer records
Maintain structured customer and relationship data, dossiers, notes, documents, activities and communication in a central CRM environment.
Workflow automation
Standardize and automate recurring processes, tasks and follow-up activities to reduce manual administration and improve consistency across the organization.
Microsoft 365 integration
GetMore integrates with Microsoft services to connect everyday communication and productivity workflows with the customer record.
Built for financial services
GetMore is designed around the processes of mortgage, insurance and financial advisory firms. The platform supports organizations that want to improve operational efficiency while maintaining control over their customer processes and data.
Open integration approach
GetMore connects with software and services used throughout the financial advisory ecosystem, allowing firms to build a technology landscape that fits their way of working.
Contact GetMore through Microsoft Marketplace to discuss your organization, requirements, implementation and available integrations.