Michael L. Treiberg, CFP
Treiberg Wealth Management, Inc.

"We are very satisfied with our decision to switch to SmartOffice."

We recently transferred over our CRM to SmartOffice for several reasons:

• We wanted a platform that was web-based, so we can access it from anywhere and not have to worry about IT or backups locally in our office.
• We wanted to be able to aggregate all of clients account info, so all staff in our office can have specific account information with updated values linked with the client record.
• We wanted a system that could automate our business processes (convert a prospect to client, etc.)
• We wanted a way to track all new business and service related tasks and have the ability for multiple staff in my office to monitor the status of a service related task.

Our office has really benefitted from being able to aggregate account information from our broker dealer (LPL Financial) as well as our outside accounts. We can now keep detailed account info for each specific account, so anyone in the office can see that when answering questions from a client.

We have also improved our efficiency in tracking and managing new business and service processing. All users in our office can view the status of other users tasks which is very helpful in communication, and knowing what needs to be done for a client. It is also very convenient for me to be able to access all client info from my smart phone at any time. Overall, we are very satisfied with our decision to switch to SmartOffice.