Solution introduction
Your CRM as the operational hub
In a few short months, watch your firm transform from overwhelmed to ultra-organized
We build out your CRM, organize the data, teach your team how to use the system effectively, create processes to deliver a proactive client experience and write custom workflows to deliver those services at scale!
At Simplicity Ops, we believe that your CRM should be the Hub of your practice.
By doing so, you will have:
- More time (we’re talking hours) back in your week
- Less stress on high-level leaders through effective delegation of trivial, day-to-day tasks
- Automated workflows to standardize processes and deliver service at scale
- Significant cost savings of keeping your staff slim with increased efficiency
- Elevated client experience that is proactive, personalized and repeatable
- Greater preparedness for succession or sale
