Settings | MCCRMS

A robust CRM designed for financial professionals to manage client relationships, track deals, and streamline tasks.

Data types

  • Client
  • Deal
  • Task
  • Interaction
  • SpiderProfile
  • OrgNode
  • EmailSettings
  • Template
  • ClientTag
  • ClientDocument
  • ScheduledOutreach
  • Recruit
  • CalendarEvent
  • CustomOption
  • FollowUpRule
  • FollowUpLog
  • SyncState
  • BubbleChartGroup
  • OrgStatus
  • ProductionEntry
  • TeamOverride