Solution introduction
Automate Document Exchange Directly from Your CRM
Cloven CRM integrates directly with SideDrawer. This means that creating SideDrawers, sending Info Requests, and adding Collaborators can be embedded in your CRM workflow
How do I securely exchange documents from my CRM?
- Sending docs by email is insecure and prone to mistakes
- I don’t want to re-request docs I’ve already received
- I want to automate this as part of my onboarding process
- I don’t want to switch screens/tabs to accomplish this
Use the integration relied on by top advisors in Canada
With the Cloven integration with SideDrawer, securely and collaboratively exchange documents from your CRM. The best part? This can be 100% automated for a better client experience.
