Advisor OS

By Catch Solutions LLC on AppTrack Ninja.

OS for Technology Advisors

Advisor OS is the mobile companion for technology advisors, IT consultants, and telecom agents. Manage your entire advisory practice from your phone — clients, pipeline, commissions, projects, and service accounts. PIPELINE & DEAL MANAGEMENT Track every opportunity through your sales pipeline from Prospect to Close. See deal values, commission estimates, and SPF calculations at a glance. Organize deals by stage and monitor your total pipeline value in real time. CLIENT & ACCOUNT MANAGEMENT Keep your client portfolio organized with quick access to contacts, service inventories, and account det…

Categories: Business

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