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To mobilize your office, you need access to your client notes from anywhere. To that end, the free and web-based CRM software called Zoho CRM can be fully customized to fit your needs. Through a series of question and answer sessions, we'll discuss how best to customize it for you and your office. Once complete, you'll be off and running with your client notes secure and available to you and others in your firm, from any computer, from anywhere in the world.
Specifically for financial advisors:
The SEC and your Compliance officer are clear: Write it down. You are to document every meeting, phone call, email, passing in the street; basically any client contact and you must have notes. You've looked into ACT! for Financial Advisors, SalesForce, RedHat, Junxure™. You may also be thinking that your Customer Relationship Management software ("CRM") should integrate with your other financial planning software. Sounds great, but the cost is prohibitive. You looked at free options, but most are limited and don't meet your needs. Zoho will.
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