Coach Simple Finance integrates with Wealth Management CRMs to track your sales pipeline, manage client tasks, and coach your team.
We integrate with Redtail CRM and a growing list of additional CRM and cloud solutions
Manage opportunities, track stages and report on progress with your prospects and clients
Assign team tasks and pre-defined action plans to onboard your clients and accounts
Coach your staff and sales professionals tracking business goals and coaching sessions
Simplify and organize large libraries of resources and content, bringing ease and integration of your best coaching practices into automated and self-guided programs.
Customize your coaching programs and content libraries to match the unique needs of your one-on-one, team, group and enterprise-level clients.
Grow your client base without increased administrative burden. Add new coaching groups, corporate accounts or additional coaches with scale and simplicity.
Helping wealth advisors and financial planners work smarter, plan better and close more deals, Coach Simple and Redtail CRM integrate...
Increasing agility and reducing repetitive tasks is critical while prospecting and onboarding new, digital-savvy clients ...
Attempting to engage with dozens of clients each week creates significant efficiency challenges that paper-based sales coaches are...