Estately

CRM และการจัดการลูกค้าเป้าหมายด้านอสังหาริมทรัพย์

รับการยืนยันและอัปเดตโปรไฟล์ โปรไฟล์ที่อ้างสิทธิ์จะแสดงบนสุดของผลการค้นหา ยืนยันตัวตนตอนนี้เลย ใช้เวลาเพียงไม่กี่นาที เยี่ยม รายงาน

This innovative platform streamlines the estate planning process for financial advisors, enabling them to efficiently manage client estates and improve their service offerings. Key features include the ability to create and import estate plans, visualize assets using AI, identify gaps in asset management, and generate warm referrals, ultimately solving the challenges of client organization, revenue generation, and relationship building for financial professionals seeking to secure their clients' legacies.

Estately สามารถพบได้ใน Real Estate CRM & Lead Management หมวดหมู่

ผลิตภัณฑ์ที่คล้ายคลึงกับ Estately มากที่สุด ได้แก่:

Cloud Campaign ได้รับการเลื่อนขั้น → Rempel, Brown and Wintheiser Pro ได้รับการเลื่อนขั้น → Estate.Studio → Legacy Keeper → getArrange →

ภาพหน้าจอ

รายละเอียด

คุณสมบัติหลักของ Estately

• Guided Process
  Clients complete a simple questionnaire that takes less than 30 minutes to finish.
• Advisor Control
  Advisors can track progress, download documents, and provide a summary to clients to ensure everything is done correctly.
• Client Referrals
  Clients are more likely to recommend your services after they create an estate plan, helping you gain more business.
• Brandable Content
  Advisors can use templates from a content library and add their branding to market their estate planning services.
• Easy Estate Planning
  Estately makes it simple for clients to create an estate plan without feeling scared or confused.
• Time and Cost Savings
  Clients can save money by using self-service documents instead of hiring a lawyer, or they can work with an attorney if they prefer.
• Variety of Plan Types
  Clients can select from different estate planning documents like wills, trusts, and healthcare directives.
• Unlimited Use and Access
  Advisors can help as many clients as they want and clients can access their documents for life.
• Immediate Document Generation
  Documents are created right away, including all necessary pages and instructions for the next steps.
• Personalized Client Experience
  Advisors can invite clients to a branded website or send private invites for a tailored experience.
• Self-Directed or Attorney-Led Options
  Clients can choose to create documents on their own or get help from an attorney in their state.

ประโยชน์ Estately

• Win more clients
  Offering estate planning helps advisors attract new clients and get more referrals from happy customers.
• Make estate planning easy
  Clients find estate planning hard and scary, but Estately makes it simple for everyone.
• Save clients time and money
  Clients can use self-service tools to create documents, which saves them a lot of money on lawyer fees.

ใครควรใช้ Estately?

• Clients
  They can create their estate plans quickly and without high costs.
• Lawyers
  They can use the platform to streamline their services and reach more clients.
• Businesses
  They can offer estate planning services to their clients, adding value to their business.
• Financial Advisors
  They can help clients make estate plans easily and save money on lawyer fees.
• Prospective Clients
  They can learn about estate planning and get help from trusted advisors.

ป้าย

<a href="https://saasbrowser.com/th/saas/90613/estately" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/r8jbxu6egznip34nvmfwmlmxfbf3" alt="Estately - SaaS Browser Verified Badge" width="200" height="133" /></a>

คัดลอกตราสัญลักษณ์

<a href="https://saasbrowser.com/th/saas/90613/estately" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/57n3t1e8aq7vonn5ipxcje5snoke" alt="Estately - SaaS Browser Verified Badge" width="200" height="133" /></a>

คัดลอกตราสัญลักษณ์

ทางเลือก Estately

Cloud Campaign ได้รับการเลื่อนขั้น

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Rempel, Brown and Wintheiser Pro ได้รับการเลื่อนขั้น

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Estate.Studio

This innovative platform streamlines the estate planning process by enabling ...

Legacy Keeper

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getArrange

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Valuable

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