the Map is collapsing

I’ve said for awhile, as probably many others have, that “Client Data Gathering” should be done by the CRM.

The CRM stores all these data points, why doesn’t it collect them?

Well, now it does:

Today, Slant CRM launched “Intake Forms” which kind of knocks out a category on the Map.

The response was… well, pretty positive:

Here’s the video demonstration:

If you’re still on Redtail or Wealthbox… but maybe especially Redtail, you should be looking at Slant.

Back into hibernation,

Joe