Easily identify, qualify, intake and schedule your prospects more effectively than ever before using our CRM module. Many of our clients today, more than ever, are investing heavily in advertising, brand awareness and making the most of every potential client. Our CRM module ensures you leverage that investment to its fullest potential. Ensuring clients that initially engage with your firm are contacted and receive regular follow up to secure that critical first meeting can now be managed more effectively through Fileassure's CRM Module.

It's proven! The more openly and consistently you communicate with your clients, the more likely prospects are to become your client rather than with your competitor. Fileassure's CRM has delivered enhanced communication through a multi-channel, scheduled and automated approach to ensure meeting reminders and follow-up notices are sent to the client at the most effective times.

Consistently contacting clients to encourage they attend meetings, complete applications and make the right next step ensures that the investments made in bringing that client to your doorstep is not lost. Simply tracking the client in Fileassure's easy to navigate work queue environment has enabled administration staff clear visibility into a prospect's file and ensures that they stay top of mind until they take the right next step to becoming debt free.

Capturing a client's intake information accurately and consistently can be challenging. Fileassure helps capture the information necessary to file, as well as helpful "meta" data about the client which may help identify further prospects, demographics and referral source information to improve your firm's outreach efforts.