Sentinel CRM provides you a highly secured place to build strong and seamless connections with your financial adviser, accountant and bookkeeper.
Sentinel CRM is a Customer Relationship Management system. It allows businesses to manage business relationships and the data and information associated with them.
Sentinel CRM is built for financial services and accounting industries.
Most of CRM software on the market are sales-driven - how to assist business to generate sales from leads.
Sentinel CRM is relationship-driven - how to assist business to build up a stronger and more dynamic relationship with new and existing customers.
This product is to provide an inter-active platform for businesses, financial advisers and accountants, to share information, record advice, track progress and achieve the target eventually.
For example, if a business wants to do a budget for the next 12 months, advisers can generate a plan based on the current business situation. Each month, data can be collected from integrated accounting software. Adviser and business can track the progress and make necessary adjustment accordingly. Business can see the real-time changes between actual figures and the forecast, and identify and resolve the issue as early as possible.
This product is not a traditional tool for one single party, but an integrated portal for all parties:
(a) For business:
(b) For adviser (both financial planner and accountant):
This product is free of charge for all our customers.
But there are fee charges for other accounting firm or financial planning firms. For the detailed plan and pricing, please contact our office.
Sentinel CRM provides an online solutions to financial advisers, accountants and customers, with the latest technology.
Traditional software systems are expensive and IT driven. Sentinel CRM focuses on client's needs - low cost, easy access, top-notch choice and premier quality.
Sentinel CRM provides seamless integration with most popular software and apps.
Connection with your financial adviser
Connection with your accountant
Connection with your investment manager
Connection with your own education
Connection with your mobile devices
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