grid CRM

Grid’s CRM module enhances task automation by integrating directly with the core data warehouse, rather than sideloaded as a separate system or application.

This allows for direct manipulation of the data, making it possible to automate repetitive tasks easily and in bulk. Our CRM solution features signature integration, automating the process of completing, sending, signing, and reloading signed forms into the CRM or database. Grid CRM  allows you to reuse data in automated ways and enables your team to build strong relationships with your clients.

Key features:

• Client static data management
• Commission management, for example, fee splits
• Integration with Grid Sign for document management and client signatures
• Automated client onboarding
• Contract management with multi-owner capability
• Family management