Get a complete 360° view of every client and prospect. Leverage Activities+ to always know who has talked to whom and about what. Informed with accurate relationship history before every meeting.
InTouch makes it easy to record, create, and schedule activities for comprehensive planning. Proactively reminding you to touch-base and finding gaps inactivity.
Use Contact data points to easily find warm introductions from close relationships. Fully leveraging your team’s collective network and moving new business through the pipeline faster.