Thank you for your interest in the OnPointe CRM “light” software.
As I stated in my newsletter EVERY advisor should be using some CRM system EVERY day when communicating with clients and leads. Doing so will help advisors with regulatory issues (like the NAIC documentation requirement) and lawsuits.
Do download a list of the 26 states who have adopted the NAIC Best Interest Rule (which has the documentation requirement), click here.
As for the OnPointe CRM “light” software, it’s simple to use and quite inexpensive (in fact, advisors can get it for FREE (see below)).
Click here or on the following image to watch an overview video of OnPointe CRM “light software works.
Click here to learn about the OnPointe Landing Page and/or Email system. In landing page system, we can load pre-made downloads (books/white papers) and in the email system Roccy DeFrancesco creates two unique email a month for users to send out.
Get OnPointe CRM Light for FREE!
Click here if you’d like to learn how you can get OnPointe CRM light for free!